Will AI heat your home? The new heat economy

Amid new EU regulations and rising energy costs, the data center industry is undergoing a fundamental transformation. Waste heat, previously vented into the atmosphere, is becoming a liquid asset that could revolutionize the energy balance of cities.

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Until very recently, the discussion about the costs of artificial intelligence focused on GPU prices and the availability of skilled talent. Now the focus is clearly shifting toward infrastructure, which will cost less not so much up front as during use. According to the latest estimates from the International Energy Agency (IEA), global energy consumption by data centers has already exceeded 460 TWh, matching the energy demand of large European economies. And that simply costs money.

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