May, 2026

Development of Data Centers as a challenge for the energy sectors of BRICS+ countries

The research examines how ready the energy systems of BRICS+ countries are to handle the growing loads from data centers (DCs). It focuses on the development of artificial intelligence, cryptocurrencies, and other technologies that require ever-increasing amounts of electricity: whether the energy infrastructure keeps pace with this growth and what challenges it creates for the countries in the alliance.

Energy
Innovation

SBS Consulting
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  1. For the energy complexes of Russia, the UAE, Iran, and Brazil, the planned active development of digital infrastructure has become a "surprise": generation growth rates lag behind the dynamics of DC capacity commissioning. This creates a long-term challenge for their fuel and energy sectors and, consequently, the need to develop and adopt regulatory measures in the short term.

  2. For the energy sectors of China, Indonesia, India, South Africa, and Ethiopia, DC development represents a more localized challenge, which will lead to greater clustering of computing power.

  3. Despite ambitious plans to develop as a regional hub, DC development does not pose a challenge to Egypt's energy sector in either the short or long term.

Authors
of the study

Ekaterina Serova

Consultant

Research Team

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Dmitriy Babanskiy

Partner

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