We are co-authors of the publication “All Roads Lead to Data Centers,” prepared jointly with Lindy Capital and industry partners. The study analyzes data centers as a component of critical infrastructure, taking into account both infrastructure aspects and the systems responsible for their reliability and operational efficiency.
Energy regulations also have a direct impact on economic development, including investment decisions in energy-intensive sectors. One of them is the data center sector, whose demand for electricity is growing rapidly. Intense growth in traditional data centers and artificial intelligence infrastructure could increase electricity demand in Europe by nearly 40% in the coming decade, with Europe accounting for about 20% of global energy demand from data centers and AI by 2033. Investors are increasingly depending on access to stable sources of renewable energy, the ability to enter into long-term cPPAs and a predictable regulatory framework to locate projects.
According to the RE-Source Poland Hub, energy transition is not just a technological process, but an element of long-term economic policy. The experience of the wind power sector shows that regulatory stability, predictability of the law and consistency of strategic documents with implementing regulations are key factors for the effectiveness of the transition and its positive impact on energy security, energy prices and the competitiveness of the economy.