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Sustainability

Energy consumption and sustainability projections

Growth scenarios, energy tension, and sustainability as demand scales.

The AI trilemma: energy, geopolitics, and profitability

AI expansion is no longer just about benchmarks. This report projects how three forces collide: consumption growth, the geopolitical fragility of infrastructure, and the economic pressure of deployment.

Energy barriers surpassed

1,000 TWh

In 2026, global data centers already break the 1,000 TWh barrier, and AI accounts for roughly 30% of that load.

Efficiency improvement per token

> 280 x

Efficiency improves at a historic rate, but usage growth ends up absorbing those savings.

Potential pressure on electricity prices

+ 80 %

AI clusters are already straining water, grid, and generation capacity in several markets.

AISHA's conclusion is not that AI will slow down on its own, but that the combination of demand, infrastructure, and cost is pushing the system toward physical limits that are increasingly less abstract.

Sources