Data appendix
The indicator set with its sources, the source registers, the licences of every kind of material and the formats of the edition.
Contents
- ·Edition home
- ·Executive summary
- 1Technology rests on a few physical inputs
- 2Key findings
- 3Systems and sectors at baseline
- 4Risks and capability
- 5Local grid constraint that overlaps a chip or mineral supply constraint
- 6Readings from the other desks
- 7The 2027 agenda
- 8Systems in depth
- AMethodology
- BData appendix
- CReferences and record
- ·Complete edition, for print
B.1The indicator set
| Indicator | Value | Unit | Year | State | Source |
|---|---|---|---|---|---|
| Data centre electricity use | 415 | TWh | 2024 | Reported | 1 |
| Share of global electricity | ≈ 1.5 | % | 2024 | Reported | 1 |
| Data centre use, 2030 Base Case | ≈ 945 | TWh | 2030 | Estimated | 1 |
| US share of data centre use | ≈ 45 | % | 2024 | Reported | 1 |
| US electricity growth from data centres | ≈ 50 | % | 2025 | Reported | 2 |
| Irish data centre share of metered electricity | 22 | % | 2024 | Reported | 12 |
| Average top-refiner share, excluding rare earths | 72 | % | 2025 | Reported | 3 |
| Global semiconductor sales (WSTS) | 795.6 | USD billion | 2025 | Reported | 4 |
| Global semiconductor sales (SIA) | 791.7 | USD billion | 2025 | Reported | 5 |
| EU forecast chip share | 11.7 | % | 2030 | Estimated | 7 |
| US CHIPS manufacturing incentives | 39 | USD billion | 2022 | Reported | 43 |
| EU enterprises buying cloud services | 52.74 | % | 2025 | Reported | 9 |
| EU enterprises using artificial intelligence | 19.95 | % | 2025 | Reported | 10 |
| Private AI investment, United States | 285.88 | USD billion | 2025 | Reported | 11 |
| People using the internet | 6.3 | billion | 2026 | Reported | 13 |
B.2Global source register
The governed source set behind this edition. Each source keeps its authority, coverage, cadence and role; categories describe origin, not truth.
Domains bound by the register
- AIC
- ENE
- INF
- MIN
- TRD
- DAT
- FIN
- DEV
- SYS
- CLI
| Source | Category | Coverage | Period | Cadence | Role |
|---|---|---|---|---|---|
| IEA Energy and AI1 | intergovernmental agency | global | 2024 | one-off | data centre load |
| IEA Global Energy Review 20262 | intergovernmental agency | global | 2025 | annual | electricity growth |
| IEA Critical Minerals Outlook 20263 | intergovernmental agency | global | 2025 | annual | refining concentration |
| WSTS release4 | industry statistics body | global | 2025 | quarterly | chip sales |
| SIA release5 | industry association | global | 2025 | annual | chip sales |
| CHIPS and Science Act text43 | legislature | US | 2022 | one-off | funding totals |
| NIST CHIPS page43 | national standards body | US | 2026 | rolling | post-close, context only |
| ECA special report7 | audit institution | EU | 2025 | one-off | chip target |
| Eurostat cloud and AI use910 | statistical office | EU | 2025 | annual | enterprise use |
| CSO data centre release12 | statistical office | Ireland | 2024 | annual | local load |
| Stanford AI Index11 | university institute | global | 2025 | annual | private investment |
B.3Regional reading, ten regional clusters
Map plates follow with the regional Baseline Editions, when boundary sources and public-safe resolutions are bound. This page gives the regional reading in table form and ranks no region.
| Region | Principal hazards | Systems most exposed | Baseline evidence |
|---|---|---|---|
| North America | data-centre load; chip funding | power, chips | IEA12; CHIPS and Science Act43 |
| South America | connectivity and power for new sites | power, networks | regional statistics (not bound) |
| Europe | chip target gap; cloud and AI use; AI Factories | chips, cloud, power | ECA7; Eurostat910; EuroHPC15 |
| Eurasia | not bound in this edition | not bound | regional statistics (not bound) |
| Middle East and North Africa | not bound in this edition | not bound | regional statistics (not bound) |
| Africa | access gap in connectivity | networks | ITU13 |
| South Asia | access gap in connectivity | networks | ITU13 |
| East Asia | chip sales growth; refining concentration | chips, minerals | WSTS4; IEA3 |
| ASEAN | new large AI sites | power, compute | Epoch AI14 |
| Oceania-Pacific | not bound in this edition | not bound | regional statistics (not bound) |
B.4Regional card: Ireland data centres and the grid
- country
- grid
- data centres
- metered electricity
- Systems in view
- power, data centres, cloud services
- Defining facts
- data centres took 22% of metered electricity in 2024, up from 5% in 201512
- Couplings
- AIC → ENE → INF
- Capability evidence
- a public annual statistical release12
- Gaps
- GWh values and the definition of a data centre were not on the page read
- Agenda items
- R-03 · R-01
Data centres took 22% of metered electricity in 2024 and 21% in 2023 [12].
POWER
Share of metered electricity
The share was 5% in 2015, so it rose by 17 percentage points over nine years [12].
GROWTH
From 5% to 22%
The release covers metered electricity and gives no definition of a data centre on the page read [12].
LIMITS
Metered electricity only
B.5How countries appear in the global edition
Countries enter the technology infrastructure edition through the technology chapters of their own national editions, on one card grammar. They are read against peer distributions and thresholds, never placed in a league table.
| Card field | What it shows | Source |
|---|---|---|
| WEFH+B state | each core system against peer distribution bands | national edition |
| Couplings | the national dependency matrix | national edition |
| Risk objects | the national risk portfolio | national edition |
| Capability rungs | the national capability ladder | national edition |
| Evidence age | oldest and newest source dates | national source register |
Editions in the 2026 Baseline programme
countries and unions
clusters
flagship and sector
technology reports
How to read a country card
- Each system is shown against the distribution of its peers, with thresholds where they exist
- Couplings and risk objects come from the country’s own national edition
- Capability rungs record evidence, not a judgement of institutions
- Evidence age is printed, so older national data are visible as such
| Wave | Countries and unions | State |
|---|---|---|
| W0 | Canada | ISSUED |
| W1 | United States, United Kingdom, France, Germany, Italy, Japan, European Union, Switzerland | PLANNED |
| W2 | Mexico, Brazil, Argentina, Türkiye, Russian Federation, Saudi Arabia, United Arab Emirates, South Africa, Senegal, Kenya, African Union, India, China, Republic of Korea, Indonesia, Singapore, Australia | PLANNED |
B.6Licences
| Material | Licence |
|---|---|
| Text | CC BY 4.0 |
| Data | on the licence of each source; Nexus tables CC BY 4.0 |
| Figures | Nexus figures CC BY 4.0; third-party as credited |
| Maps | boundary source and licence printed on each plate |
| Metadata | CC0 1.0, as Zenodo publishes it |
| Third-party data, figures and text | The source’s own licence, credited where it is used; never relicensed |
| Nexus-authored text, tables and figures: CC BY 4.0 (SPDX CC-BY-4.0). Map plates print their boundary source and licence. | |
B.7Formats and provenance
| Format | Kind | State | What it is | Identifier |
|---|---|---|---|---|
| Web edition | HTML | On this site | Draft in stewardship review; every value resolves to its source. | NR-STRATEGIC-STRATTECH-GLOBAL-2026-BASELINE-v1.0.0 |
| Print edition | At release | A4 portrait · screen, print and archival PDF, signed with the web edition at release. | NR-STRATEGIC-STRATTECH-GLOBAL-2026-BASELINE-v1.0.0 | |
| Indicator data | CSV · JSON | On this site | 15 indicators with unit, year, status and source; the machine-readable copy ships with the evidence bundle at release. | NR-STRATEGIC-STRATTECH-GLOBAL-2026-BASELINE data release v1 |
| Figures | SVG · PNG | On this site | 4 on the web edition: headline figure, figure 1.3, coupling instrument, capability ladder. | FIG-STRATEGIC-STRATTECH-GLOBAL-2026-BASELINE-* |
| Slides | Not recorded | No slide deck is recorded for this edition. | ||
| Evidence brief | HTML · PDF | Not recorded | No evidence brief is recorded for this edition. | |
| Dataset with DOI | DataCite | At release | Concept and version DOI are minted at deposit; none is recorded yet. |
Provenance
- Edition pack
- The edition’s content pack (JSON), from which the print and web editions are built
- Evidence cut
- DC-STRATEGIC-STRATTECH-GLOBAL-2026-B0, closed 30 September 2026
- Reproducibility
- sourced values cited; analytical values reproducible from stated parameters
- Self-check
- 14 of 23 at evidence close; a fail on any item blocks release
- Review
- five passes scheduled before release (in Annex C)
- Publisher of record
- The Global Centre for Risk and Innovation (GCRI) for the Nexus Consortium
- Corrections
- Registry correction pathway; upheld corrections are published as notices with a new version
Notes
Numbers are the edition’s reference numbers, so a note reads the same in every chapter. The full list, with every source and its licence, is in Annex C. Annex C, references
- 1IEA (ed.), Energy and AI (World Energy Outlook Special Report). International Energy Agency, Paris, April 2025. Observation year 2024. Accessed 2026-11-03.back
- 2IEA (ed.), Global Energy Review 2026 (revised version, May 2026). International Energy Agency, Paris. Observation year 2025. Accessed 2026-11-03.back
- 12Central Statistics Office (ed.), Data Centres Metered Electricity Consumption 2024 (release of 10 June 2025; 22% of metered electricity in 2024, 21% in 2023, 5% in 2015). CSO, Cork. Observation year 2024. Accessed 2026-11-03.back
- 3IEA (ed.), Global Critical Minerals Outlook 2026 (revised version, July 2026). International Energy Agency, Paris. Observation year 2025. Accessed 2026-11-03.back
- 4WSTS (ed.), Global Semiconductor Market grows 26% in 2025 to USD 796 billion (release page; sales of USD 795.6 billion, up 26.2%). World Semiconductor Trade Statistics, Dec 2025 data, release dated March 2026 by file name. Observation year 2025. Accessed 2026-11-03.back
- 5SIA (ed.), Global Annual Semiconductor Sales Increase 25.6% to $791.7 Billion in 2025 (release of 6 February 2026). Semiconductor Industry Association, Washington. Observation year 2025. Accessed 2026-11-03.back
- 7European Court of Auditors (ed.), The EU’s strategy for microchips, special report 12/2025 (news item read; the 20% target and the Commission forecast of 9.8% in 2022 and 11.7% in 2030; the full report was not opened). European Court of Auditors, Luxembourg. Observation year 2025. Accessed 2026-11-03.back
- 43US Congress (ed.), CHIPS and Science Act of 2022, Public Law 117-167, Division A, Title I, section 102 (statute text, US Government Publishing Office; CHIPS for America Fund appropriations for fiscal years 2022 to 2026 of USD 39 billion for manufacturing incentives under section 9902 and USD 11 billion for research; totals are sums of the annual amounts). Observation year 2022. Accessed 2026-11-03.back
- 9Eurostat (ed.), Cloud computing: statistics on the use by enterprises (Statistics Explained; 52.74% of EU enterprises with 10 or more persons used paid cloud services in 2025). Eurostat, Luxembourg. Observation year 2025. Accessed 2026-11-03.back
- 10Eurostat (ed.), Use of artificial intelligence in enterprises (Statistics Explained; 19.95% of EU enterprises with 10 or more persons in 2025; large enterprises 55.03%). Eurostat, Luxembourg. Observation year 2025. Accessed 2026-11-03.back
- 11Stanford Institute for Human-Centered AI (ed.), The 2026 AI Index Report (report page; private AI investment in 2025 of USD 285.88 billion in the United States, USD 20.92 billion in Europe and USD 12.41 billion in China). Stanford University, Stanford. Observation year 2025. Accessed 2026-11-03.back
- 13ITU (ed.), Facts and Figures (page titled 2025 whose text describes the 2026 edition; 6.3 billion people online, 76%; 2 billion offline; 93% in high-income and 32% in low-income countries). International Telecommunication Union, Geneva. Observation year 2026. Accessed 2026-11-03.back
- 15EuroHPC Joint Undertaking (ed.), AI Factories (programme page; states 19 AI Factories and 13 antennas while the listing shows 18 entries; no amounts). EuroHPC Joint Undertaking, Luxembourg. Observation year 2026. Accessed 2026-11-03.back
- 14POST-CLOSE, context only: Epoch AI (ed.), Frontier data centres (tracker page updated 1 November 2026; 96 sites, 15.1 GW of IT power; estimated coverage of about 45% of deployed AI compute). Epoch AI. Observation year 2026. Accessed 2026-11-03.back
