A massive surge in global power demand, driven by the insatiable energy needs of artificial intelligence, is set to ignite what experts are calling a “historic energy transition.”

Power Demand To Jump 30% By 2035

Global power demand is projected to skyrocket by 30% by 2035, according to a recent analysis by The Kobeissi Letter. The primary catalyst for this surge is data centers, whose share of total power use is expected to more than double from its current 1.5% to 3.5% as AI adoption accelerates.

This unprecedented demand is creating a clear set of winners in the energy sector, benefiting companies that can supply reliable, large-scale power.

The world needs more power:Global power demand is set to surge +30% by 2035.Data centers' contribution to total demand is estimated to increase from 1.5% to 3.5%.Meanwhile, renewables will supply 55% of total electricity over the next decade, up from 34% this year, with… pic.twitter.com/BNYBzhpM8Z

— The Kobeissi Letter (@KobeissiLetter) November 4, 2025

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