人工智能的双重承诺：实现积极气候成果与推动能源转型

A global view of how artificial intelligence is unlocking positiveclimate outcomes and accelerating the energy transition Foreword The scale of opportunity is significant for those organizationsthat act decisively. Businesses that forge strategic energypartnerships, invest in infrastructure, and make forward-looking By 2030, AI will consume more electricity than Japanyet eliminate 3−5 billion tons of CO2.2That paradox represents humanity’s best climate opportunity. The rise of AI represents thestrongest signal for cleanenergy demand we haveseen in decades. If harnessedwisely, it can accelerate the Over the course of my career in the energy industry, I havewitnessed many periods of transformation, yet none as pivotalas the current era. Today, artificial intelligence is fundamentallyreshaping the way we operate and innovate. In discussionswith business leaders worldwide, a consistent theme emerges: This report provides valuable insight into what distinguishesindustry leaders. Drawing on extensive conversations withexecutives across the AI and energy value chain, it offers a At KPMG, we are dedicated to guiding our clients through thistransformation, combining advanced technology expertise with The most compelling aspect of this evolution is AI’s profoundimpact across the entire climate and energy sector. While it istrue that AI requires substantial energy resources, its capacityto optimize systems, drive efficiency, and foster innovation I invite you to explore the insights in this report and considerwhether your organization’s current approaches are boldenough. Encourage your teams to identify and pursue untapped Regina MayorGlobal Head of Clients & MarketsKPMG International Executivesummary Who this report is for: The key question is whether your AIstrategy is accelerating your climate goals This report speaks directly to the key stakeholdergroups who stand at the crossroads of AIacceleration and climate responsibility. Each facesa different version of the same challenge: howto advance AI without undermining sustainability Our global study of over 1,200energy leaders shows that AI notonly has the capacity to accelerate In this report we will explore how AI is both a climate enabler and an energy transitionaccelerator, optimizing emissions reductions, enabling greater energy efficiency, and resilience 3.Barriers to acceleration: Closing theAI–energy transition execution gap Hyperscalers:understand how leaders areleveraging their significant energy demandand operational scale to become active energyproducers driving innovation in clean energy. AI is expanding its climate handprint,powering adaptation solutions, biodiversityprotection, and circular innovation. By2027, 62 percent of major data and AIoperators expect to self-generate clean The execution gap: Progress is uneven particularlydue to challenges in scaling clean power solutionsglobally. Infrastructure bottlenecks, policydelays, and financing barriers risk slowing down Artificial intelligence is moving faster than anytechnology in history. In just a few years, it hasshifted from experimentation to becoming theengine of global productivity and innovation. Yetits rapid rise has sparked debate, can the sametechnology driving progress also accelerate theclean energy transition or is it going to have anadverse impact on making progress on the climate Utilities:learn how grids are transforming intointelligent, dynamic systems using AI for real-timeforecasting, balancing supply and demand, andintegrating intermittent renewables to meet thesurging energy needs of AI workloads. 4.Turning barriers into advantage Developers:find how they hold the key to AI'sclean energy future by scaling clean supply atspeed, innovating in flexible generation andstorage solutions with AI, and forming strategicpartnerships to accelerate renewable project Market pull for innovation: AI is growing fastand creating new markets for advanced cleantechnologies, reducing commercialization cycles System-wide transformation: AI is enabling realprogress on sustainability across value chains,from manufacturing and transport to agriculture and buildings, and helping to create positive value Investors:examine how to prioritize capitalallocation towards integrated AI-clean energysolutions, financing cross-sector collaborationsand AI-driven innovation in renewable energy. This global study explores how organizationsare using AI to drive sustainability and whereaction must accelerate. It draws on insightsfrom 1,202 executives across twenty markets,spanning energy producers (utilities, renewables,infrastructure developers) and major energy The conclusion is clear:When it comes to the climate agenda, AI is a force for good. It can help toaccelerate the energy transition by optimizing renewable energy generation and distribution, makingthese sources more reliable and efficient and contribute to broader climate improvement through Governments:will discover that by stre