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Key Questions on Energy and AI

Reference Type: 

Report

Spencer, Thomas, and Siddharth Singh. 2026. Key Questions on Energy and AI. International Energy Agency (IEA). https://iea.blob.core.windows.net/assets/3179f7f8-01f6-4dd6-bffa-c9f7b73f1dc9/KeyQuestionsonEnergyandAI.pdf

The development and uptake of artificial intelligence (AI) has accelerated in recent years – elevating the question of what widespread deployment of the technology will mean
for the energy sector. There is no AI without energy – specifically electricity for data centres. At the same time, AI could transform how the energy industry operates if it is adopted at scale. However, until now, policy makers and other stakeholders have often lacked the tools to analyse both sides of this issue due to a lack of comprehensive data.
This report from the International Energy Agency (IEA) aims to fill this gap based on new global and regional modelling and datasets, as well as extensive consultation with governments and regulators, the tech sector, the energy industry and international experts. It includes projections for how much electricity AI could consume
over the next decade, as well as which energy sources are set to help meet it. It also analyses what the uptake of AI could mean for energy security, emissions, innovation and affordability.

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