人工智能能源：100 吉瓦的机遇-Powering AI-The 100GW Opportunity

February 3, 2026 02:00 PM GMT Powering AI The 100GW Opportunity Asia's demand for compute is rising and accelerating power infrastructure investments in the region. We estimate compute power demand to grow at a similar rate to the US, reaching over 100GW by 2030 and driving US$140bn of value creation among our Powering AI preferred picks. Power consumption is outpacing expectations as demand rises from AI to onshoring around the world and in Asia. We estimate compute power needs will grow at a 23% CAGR thro ...