01 · Energy for intelligence
Compute is now an energy project with a software department.
The UK’s own compute planning assumes at least 6 GW of AI-capable data-centre capacity by 2030. Growth Zones are being steered toward places with spare electrons and, in some cases, toward new nuclear and private-wire ideas. That is a different industry from the one that leased a shed in Slough and called it cloud.
The trend to watch is not “more AI”. It is the coupling of generation, transmission, water and planning into a single digital-infrastructure file. Firms that still brief their boards only on model names will walk into a grid conversation unprepared.