AI: "Both a challenge and an opportunity for the energy transition" (Oliver Sartor, Voltalis)

'Artificial intelligence presents both challenges and opportunities for the energy transition. There is a great deal of uncertainty surrounding AI's electricity consumption. The proposed estimates vary widely because the economic models to be used are uncertain. There is a great deal of uncertainty surrounding this subject.
Efficiency will also be paramount. The proposed ranges are wide because it is not yet clear which business models will prevail. The stock market valuations of many companies in this sector exceed their actual value.The proposed ranges are wide because it is not yet clear which business models will prevail. The stock market valuations of many companies in this sector exceed their actual value.,' said Oliver Sartor, chief economist at Voltalis, in an interview with News Tank on 8 July 2025.

According to the "AI and Energy" report published by the IEA on 10/04/2025, electricity consumption by data centres could reach around 945 TWh/year by 2030, a large proportion of which would be linked to the development of artificial intelligence. In 2024, data centres accounted…