Industry
Energy risks grow amid global war, space data centres draw attention
Energy supply risks in the Middle East following the U.S.-Iran war are raising uncertainty over securing electricity for land-based data centres, prompting interest in orbital data centres as an alternative AI infrastructure. Power demand from data centres is projected to surge by 2030, while costs and regulatory constraints complicate expansion on the ground. Falling launch costs and new solar and cooling technologies are seen as improving feasibility, alongside moves by Nvidia, Google and others.