Artificial intelligence and energy

The infrastructure behind digital transformation
When we talk about artificial intelligence, our thoughts immediately turn to software, algorithms and chatbots. Behind every computational process, however, there is a physical infrastructure comprising data centres, electrical systems and cooling systems. The growth of AI is rapidly increasing the demand for computing power and, consequently, the energy consumption required to power and cool increasingly complex digital infrastructure.
The figures confirm the scale of the phenomenon. According to the latest market analyses, the European AI-related data centre sector could grow from around $22 billion in 2026 to over $65 billion in 2031, with annual growth rates exceeding 24 per cent. At the same time, the overall European data centre market is forecast to exceed $100 billion by 2031.
Global investment is also reaching unprecedented levels. According to McKinsey, the race for AI infrastructure could generate up to $7,000 billion in investment by 2030, primarily directed towards data centres, energy networks, cooling systems and electrical equipment.
Companies and facilities are therefore required to adapt to new demands in terms of efficiency, reliability, performance, operational continuity and safety. This evolution will lead to the development of new, high-intensity electrical plant architectures, designed to support increasing loads and ensure the proper functioning of systems.
This transformation does not concern the digital world alone. It involves the entire industrial supply chain and all organisations that design materials, components and technologies intended to operate within increasingly high-performance infrastructures.
New opportunities are therefore opening up for the manufacturing sector: from power distribution components to cooling systems, right through to technical materials intended for environments requiring high reliability and operational continuity.

NTS is also part of this change. Through the development of polymer composite components and production processes focused on precision and reliability, we contribute to the creation of the technologies that will drive the energy and digital revolution.
Because behind artificial intelligence there are not only data and algorithms, but also systems, energy, materials and components that make its operation possible.