Research Cluster

Democracy Cluster Future of Science and Technology Cluster Economic Security Cluster Population Cluster Global Korea Cluster Carbon Neutrality Cluster Balanced Regional Growth and Resilience Cluster [Expired]Pandemic Cluster

TF Project

[Expired]Foundational study for the advanced revision of the Korea-U.S. nuclear cooperation agreement [Expired]Preparation for Four Geopolitical Risks [Expired]Labor market reform tasks for restoring the dynamism of the Korean economy [Expired]Problems and Improvement Plans of Korean Education [Expired]Questions for the future of science and technology in Korea [Expired]Security and Economic Cooperation between Korea and Japan [Expired]The future of population for a sustainable society [Expired]Directions for sustainable future healthcare reform [Expired]Healthcare system improvements for the establishment of the primary care physician system [Expired]Avian influenza pandemic risk assessment and preparedness [Expired]The stagnant growth crisis: national strategy for economic prosperity

 

[Expired]Research on the outlook for key sectors of population change and response strategies [Expired]Exploring the public education system and its functions in population decline era [Expired]Policy advisory service for enhancing the future competitiveness of nuclear energy [Expired]Establishment of KEPCO's medium-to-long-term response strategy [Expired]Future agricultural and rural development strategies & response tasks for the Korea rural community [Expired]Rewriting Democracy [Expired]In the Era of Technological Competition, Korea's Future Prospects [Expired]Developing a nationally-unified response system to address frauds involving multiple victims [Expired]Changes in international politics and the rise of the global south [Expired]Research on identifying policy agendas and research issues for the national AI strategy

Publications

  1. Home
  2. Community
Title The Future of AI Expansion and Electricity Demand: Strategic Planning for Ensuring Stable Supply and Demand Hit 530
Publication 2025-01-16

Institute for Future Strategy Issue Brief, January 2025 Vol. 21
“AI Expansion and the Future of Electricity Demand: Strategic Redesign for Supply–Demand Stabilisation”

This issue brief provides an in-depth analysis of how the AI revolution is reshaping electricity demand and explores strategies to stabilise supply and demand. The recent spread of AI technologies, along with the expansion of data centres and semiconductor clusters, is driving a surge in electricity consumption. By 2026, global data centre power usage is projected to reach the level of Japan’s total electricity consumption, and Korea is no exception to this trend.

Reflecting this new reality brought about by the AI revolution, the Korean government, for the first time, incorporated AI semiconductor demand into the 11th Basic Plan for Electricity Supply and Demand. However, to properly account for the growth of electricity-intensive industries such as AI data centres and high-bandwidth memory, there is a need for broader information collection and the advancement of analytical models.

In response, the brief diagnoses the looming electricity supply–demand crisis caused by AI expansion and proposes concrete strategies, including industry-specific power supply–demand planning and the introduction of decentralised power systems leveraging specialised national advanced strategic industry clusters.

Keywords
AI, electricity demand, data centres, electricity supply–demand stabilisation, decentralised power systems

Attach (1)

List
KOREAN DONATE