The world’s biggest battery maker on AI’s energy demand

The rapid growth of data usage for AI has made managing energy consumption a critical issue globally.
CATL’s Robin Zeng refutes concerns that AI data centres will overwhelm power grids, particularly in China, advocating instead for creative and integrated approaches.
The need to build efficient, sustainable energy systems for AI, while enhancing and not straining existing grids, drives innovative thinking and policy-making.
The International Energy Agency forecasts that global data centre electricity consumption could reach 945 terawatt-hours by 2030, raising concerns about energy security and access.
Efforts to improve data centre efficiency include developing specialized AI models, exploring advanced chip configurations, and improving battery technology for better energy storage and distribution.
New regulatory frameworks, like China’s requirement for new data centres to use 80% renewable energy, are driving progress in grid stability and battery technology.
There is a focus on the scalability and compatibility of AI infrastructure with national and grassroots development, exploring community benefits and equitable cost allocation.
Using AI to make energy systems flexible and capable of integrating with existing grids is essential for long-term solutions, including transforming stranded assets into digital hubs.
The transition to flexible, system-wide thinking in design and innovation is essential for balancing energy affordability with community benefits.

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