凯捷Capgemini：2026年人工智能对接电网把握数据中心电力布局机遇研究报告

With widespread electrification across industry, transport, and buildings, as well as the rapid expansion of electric vehicles(EVs) and digital infrastructure, including data centers, and AI‑driven technologies, global electricity demand is growing, with a 3% rise in 2025, following a 4.4% increase in 2024.5 This is nearly double the average annual increase from 2013 to2023.6 While emerging economies remain the main drivers of growth, electricity demand in advanced economies is rising again f