Strategy
Artificial Intelligence: A Fast-Growing Market and an Opportunity for TotalEnergies
The rapid rise of artificial intelligence and the expansion of data centers are reshaping global electricity needs. These digital infrastructures have become some of the world’s largest energy consumers, with demand expected to grow sharply—potentially doubling by 2030(1). At the heart of this technological shift lies a fundamental challenge: access to energy that is affordable, reliable, and low-carbon.
In response to this acceleration, TotalEnergies aims to play a leading role alongside major digital players and position itself as a trusted partner—going far beyond the simple supply of electricity. How? By combining low-carbon energy production, tailored power supply solutions, and the use of artificial intelligence. This integrated approach creates new sources of value, both for customers and for the Company’s own industrial operations.
Anticipating the Needs of a Rapidly Expanding Sector
As artificial intelligence scales up, energy is becoming a critical factor for data centers. It is no longer just about sourcing low-carbon power; operators now require continuous supply, rapid deployment, and cost efficiency—key criteria for facilities that must run 24/7.
With its expertise and strong local presence, TotalEnergies positions itself as a long-term partner to data center operators, designing customized solutions to address the complexity of their needs and support their growth.
In practical terms, the Company structures its offering around three complementary levels. The first is based on competitive, quickly deployable, Power Purchase Agreements (PPAs). The second goes further with Clean Firm Power—low-carbon electricity delivered 24/7, fully aligned with data centers’ consumption profiles. Finally, TotalEnergies offers integrated energy-and-land solutions, providing not only electricity but also access to ready-to-build sites located near pre-secured grid connections. This significantly accelerates time to market and simplifies lengthy and complex processes related to permitting and grid access.