Panel: Data Centres — Power-Hungry Problem, or Europe’s Next Energy Producers?
Data centre demand is set to more than double to 945 TWh by 2030, and the grid can’t keep up — so operators are rewriting their energy strategy from the ground up. This panel brings hyperscalers and colocation providers together to reveal what the next decade of data centre power actually looks like: behind-the-meter generation, the deals they rarely discuss in public, and the emerging technologies they’re betting on.
- Behind-the-meter to get projects online faster: on-site generation can be live in 18–30 months while grid connections stretch to 4–7 years. Is BTM the fix data centres need — and what is the energy source if so?
- The profitability question: how does on-site power become a genuine long-term asset over a 15–20 year horizon, and where do the numbers still break?
- The nuclear playbook: every major hyperscaler has now signed a nuclear deal — 13 projects, ~10 GW committed — but they mostly land 2030–35. How are these contracts structured, and what can the rest of industry learn?
- Waste heat, the overlooked asset: Europe’s data centres could supply 300–350 TWh of heat a year by 2035 — enough for 10–12% of EU heating. New revenue stream, or compliance headache?