500

THE HORIZON

SECTION 20

ISSUE 001

PROJECTIONhypothesis3y+confidence / low

Grid-Aware Training Creates Compute Markets

Hypothesis: by 2030, at least three major power markets will treat standardized interruptible AI workloads as dispatchable demand. Measure enrolled megawatts, response time, reliability, and emissions. Bespoke pilots or lower grid value than conventional flexible loads would falsify the claim. Compute flexibility must clear a real market test.

Why this idea is here

What the evidence establishes.

IEA identifies data-center flexibility opportunities and rapid AI-factory growth, creating a measurable basis for market-design experiments.

Source ledger

Read the sources.

  1. S01
    Energy and AI

    IEA report / published 2025-04-10 / retrieved 2026-07-09

  2. S02
    Key Questions on Energy and AI

    IEA report / dated 2026-04 / retrieved 2026-07-09

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