From megawatt to gigawatt

The rapid expansion of artificial intelligence (AI) is fundamentally reshaping global energy demand, with implications extending well beyond traditional power planning. Nowhere is this more apparent than in the growing energy footprint of data centres.Facilities that once required tens of megawatts (MW) are now being developed at the 100–200 MW scale, with hyperscale campuses increasingly aggregating demand into the gigawatt (GW) range.This shift presents a structural challenge for Africa. While the continent is rich in energy resources, its planning frameworks remain largely oriented around incremental, MW-scale additions, often tied to localised demand or short-term capacity gaps. In the context of AI-driven infrastructure, this approach is increasingly misaligned with the scale and concentration of future demand.Africa’s data centre sector, while growing, remains at an early stage. Operational capacity currently stands at approximately 300–400 MW, with projections reaching 1.5–2.2 GW by 2030. At the same time, demand is accelerating rapidly. Electricity consumption from data centres is rising by 20–25% annually and is expected to reach around 8 000 GWh in the near term. This growth mirrors a broader global surge, with data centre power demand projected to approach 945 TWh by 2030, driven largely by AI workloads.Energy-heavyWhat distinguishes AI-related demand is not only its scale, but also its concentration and consistency. Unlike many traditional industrial loads, data centres require uninterrupted, high-quality power, often with built-in redundancy. This places new demands on grid design, prioritising stability, capacity and long-term scalability over incremental expansion.Meeting these requirements will require a departure from conventional planning models. Rather than adding capacity in small increments, there is a growing case for developing GW-scale generation aligned with emerging digital infrastructure hubs. This means integrating power generation, transmission and data centre development into coordinated investment strategies, particularly in markets with strong resource bases and improving regulatory environments.It also requires a shift in how excess capacity is viewed. In many African power systems, surplus generation has historically been treated as a financial inefficiency. In the context of AI and digital infrastructure, however, maintaining a margin of available capacity can enhance grid stability, reduce outages and provide the flexibility needed to support rapid load growth, while creating a foundation for broader industrial development.Rapid paceA useful benchmark can be seen in Northern Virginia, the world’s largest data centre market, where installed capacity has now exceeded 4 GW and more than 1 GW of new supply was added in a single year, reflecting the rapid pace at which hyperscale infrastructure is being deployed. Driven by major cloud and AI players, demand has tightened the market significantly, with vacancy rates approaching zero and most new capacity released well in advance. The scale and speed of development highlight how quickly data centre demand is expanding and underscore the level at which infrastructure must be planned.These dynamics are increasingly shaping the policy conversation. At African Energy Week 2026, the AI and Data Centre Track will focus on the infrastructure required to support this transition, with a particular emphasis on aligning energy planning with digital economy objectives. As AI infrastructure scales, reliable and abundant power is no longer a supporting factor, but a prerequisite.“This is ultimately about aligning Africa’s energy strategy with where global demand is heading,” said NJ Ayuk, executive chairman of the African Energy Chamber.“If we continue to plan in megawatts, we will struggle to compete in an economy that is already moving at the gigawatt scale. Building larger, more resilient power systems is not just about meeting demand, it is about creating the conditions for investment, innovation and long-term growth.” - Distributed by APO on behalf of the African Energy Chamber.

From megawatt to gigawatt

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Republikein 2026-05-13

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From megawatt to gigawatt

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Republikein 2026-05-13

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