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repost from New Rules

🇷🇺🖥 Russia’s Power Grid Can Support New Wave Of AI Data Centers Russia’s data-center electricity demand is projected to rise from 14.9B kWh in 2025 to 26.2B kWh by 2030, a 76% increase driven mainly by artificial intelligence workloads. Around 70% of the additional consumption is expected to come from AI computing. The growth comes as Russia already operates one of the world’s larger electricity systems. The country had 270 GW of installed generating capacity at the start of 2026 and produced 1,182 TWh of electricity in 2025. Even after expansion, projected data-center demand in 2030 would account for only about 2.2% of current annual generation. The main change is where new computing capacity is being built. AI training does not require data centers to be located close to users, allowing developers to move energy-intensive workloads toward regions with available power rather than keeping everything concentrated around Moscow. According to the National Rating Agency, the concentration of data-center capacity in the Moscow region could decline from 72% at the end of 2025 to around 51% by 2030. Over the same period, the share of regions outside Moscow and Saint Petersburg could rise from 20% to 41%. The Urals and Siberia are becoming potential locations for large AI facilities because they combine available electricity resources with space for industrial-scale projects. One example is the planned Cloud X data center in the Irkutsk region, designed around a 154 MW power supply. The expansion will still depend on local infrastructure. A large national power system does not automatically guarantee that every project can connect quickly, and individual regions may face limits in grid capacity and construction timelines. Energy efficiency will also become increasingly important. New Russian data centers are expected to achieve power usage effectiveness levels of around 1.1–1.3, with AI facilities using liquid cooling potentially reaching around 1.15. Lower energy waste allows more computing capacity to be built from the same electricity supply. As AI development becomes more dependent on access to electricity, Russia’s large energy base creates room for domestic computing infrastructure to expand beyond traditional technology hubs. The competition for AI capacity is increasingly tied not only to chips and software, but also to the ability to secure reliable power at industrial scale. @NewRulesGeo❗Follow us on X

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