Rung 07 / Where it runs, and the ceiling
Datacenters & Digital Infrastructure
Where inference runs, and what stops it running.
460 TWh
Electricity used by data centres, AI and cryptocurrency worldwide in 2022 — about 2% of global demand
21
Sources
6
Concepts
6
Entities
In scope: capex and buildout timing, capacity and utilisation, cooling and PUE, site selection, the hyperscaler payer side — and power in full: generation (nuclear, gas, renewables), PPAs, grid interconnect queues, power arbitrage and energy ownership. Power is not a footnote on this rung. Out of scope: the silicon inside the building (hardware), what the compute costs to rent (inference-economics), and energy-transition subjects with no datacenter link, including grid storage, EVs and solid-state batteries.
