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.
- S01Energy and AI
IEA report / published 2025-04-10 / retrieved 2026-07-09
- S02Key Questions on Energy and AI
IEA report / dated 2026-04 / retrieved 2026-07-09