Are you seeing similar levels of performance by ex-US electricity generators, particularly those active in countries where data centre demand is also likely to feature highly?
Had a quick look at world ex-US and there is an uptick but it's been more gradual vs US more recent and notable spike.. honestly not sure which specific countries to check (?)
The IEA's recent electricity report suggests that outside the US, Ireland and Denmark are likely to see the strongest growth in power demand due to AI/data centres.
Are you seeing similar levels of performance by ex-US electricity generators, particularly those active in countries where data centre demand is also likely to feature highly?
Had a quick look at world ex-US and there is an uptick but it's been more gradual vs US more recent and notable spike.. honestly not sure which specific countries to check (?)
The IEA's recent electricity report suggests that outside the US, Ireland and Denmark are likely to see the strongest growth in power demand due to AI/data centres.
Thanks -- please see: https://substack.com/profile/30338892-callum-thomas/note/c-56330454
Cheers Callum.