The fight for Europe forces leads to the evolution of a new power ecosystem

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As the power supply lifted the Polish government in Poland in Poland, the inflation raises a cup that inflation is expected to increase – 18,2025. Poland has one of the highest inflation in Europe. (By the Dominica Zarzycka / Nurphoto via Getty Images)

Nurphoto | Nurphoto | Getty pictures

In Artificial Intelligence, the Bum is required to provide all electricity in transport, especially in transportation to the information center and the energy transition story.

Experts told CNBC that the experts reported five to eight years to join the aging and intense electric networks, because experts report to CNBC because an unprecedented driver of allowing requests for the emergence of new areas. According to IEA, At least 1,500 Gigavatt Due to the lack of grid connections, global clean energy projects have been suspended and the delayed and the $ 700 billion investment must be invested for countries.

Data centers, a large amount of home servers for calculation processes and most of the time needed large amounts powerThis is a “main director” of growing competition, Diego Hernandez Diaz, partner Diego Hernandez in McKinsey.

He told CNBC that customers joined the waiting period until eight years.

“There are already some transmitting system operators in Europe, which are facing two, three or more people belonging to the same Node. … First, there is a literal turn in the individual contact points to see the first.”

European war for the strength of a new ecosystem for data centers

Focusing on the electrottra-intensive industries, Hernandez said that in the last 18 months, it was directed to a sector waiting to be grown in the pace of annual growth in the next six years. The requirements are expected to produce large language models (LLMS) Exponent growth The AI ​​is dominated by technological giants as a race.

Energy Management Company Schneider Electric In January, the report warned that Europe faced a power crisis with three to five years of waiting lists for network connections in the energy restricted regions.

According to the CNBC, “This is a race,” Steven Carlini, Chief Attorney of the Chief Ateshee and Information Centers of AI and Information Centers at Schneider Electric. “You have all these companies trying to apply as much force as they can. However, the number of GPUs (graphical processing units) and the existing power and permitted.”

“We are an application or two apps (to connect to the network), in some countries, we are going to Carlini.

This is not the amount of investment only – the speed that can be placed can also be placed, it will be the key to resolving the issue, McKinsey said. He also pointed out the growing complexity of high-voltage grid operators and an example of Germany, which is necessary to build a 400 kilometer power line a year.

In some countries, we are going to an application or two apps, in some countries with up to 1,000.

Steven Carlini

Mainly Lawyers of the AI ​​and Information Center

Diaz sees competition in 2025 to connect to the “or strengthening or strengthening” network.

Jerome Fournier, Underwater Cable Manufacturer Nexans’ Vice President for Innovation, the company’s “giant” order was “giant” order in the range of seven to 10 billion dollars ($ 7.28 billion dollars), he said. Nexans cables are used to transmit electricity generated by wind and solar farms and give homes and enterprises.

“Given everyone: there’s still a room in our plans to prepare other projects?” Said.

Fournier told CNBC that firms such as Nexans should keep nests for small projects such as seawater turbines. “You must have the burden of plans, profitability and the right balance between this type of electrification,” he said.

A new power ecosystem

According to Schneider Electric Carli, the leading information center operators, Schneider Electric Carlini, will develop their “ecosystem ecosystem”.

In the future, it will be in the center of this grid ecosystem, especially if they can create their own strengths Small module reactors – Mini nuclear reactors generating electricity.

Battery Warehouse Carlini said that strategic charger is also becoming increasingly important. These systems allow for temporary storage from the power network to ensure additional backup.

CEO of Power Solutions provider AVK, Ben Pritchard, some European countries have confronted the requirements of a measured 100-megawatt network previously not seen before.

A separate island is a supporter of energy solutions associated with the use of microgrides with electric system.

China’s DeepSeek’s already developing data central market can increase

In Norway, they are testing Agile Contact Agreements The location of the network, BeatiRice Petrovich, great energy and climate analytical thinking tank, was emphasized where customers are limited to a network-based network. This allows the network to regulate energy use depending on how you among certain times.

Ember also called the execution of the rules they call “Expected” Grid Investments. These would allow for the increase in the market trends in the growth and battery warehouse in the renewable and battery warehouse, taking into account market trends in the battery warehouse.

Counters will be the “winner of the” competition “, which further” friendly ecosystem “, coming forward by improving the legislation on acquiring the decarbonized energy stamp.

As a result, a bottle in the network “encourages people to think differently and people are more open for different solutions when they encourage different thinking.

Growth the modest ab

Although it is a need for energy from some new and developing industries, Europe comes to the growth of the needs of the world when it comes to growth. High electricity prices and operating costs are hindering the general student in the region that leads to a more divided market.

The International Energy Agency (IAE) praised the rise of the new century of the new century this month, as it increases the growth of 3.9% in 2025-2027, the fastest pace of growth in recent years.

Forecasts for Europe are more modest. After a sharp decline in energy demand, the region saw a total of 1% increase in the region in 2024, Energy thinking tank ember.

“2024 marks a turning point for electricity demand,” he said. “The first rebound of what we see – even if it is a small rebound after many years, it is widespread along the block.”

Europe's power infrastructure needs to keep pace with Ai Boom

Since McKinsey’s Diaz, Russia’s energy crisis and subsequent sanctions attacked Ukraine, electricity prices are about 60 to 80 euros per Meegawatt. This is still 50-100% more expensive than the previous two decades.

As a result, consumer expenditures increased, the heat pumps and electric vehicles will cause a slowing down sign of a slowdown.

Diaz, for manufacturers in Europe, energy requirements “The tower, which is superior to any other geographer in the world, is not potentially more expensive, but also potentially more difficult,” said Hernandez.

“Unprecedented” increase in data centers “usually helps such a curve so much, but everything is fighting against it,” Hernandez said.

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