{"id":172945,"date":"2025-09-28T09:38:20","date_gmt":"2025-09-28T09:38:20","guid":{"rendered":"https:\/\/teknomers.com\/en\/whoever-controls-electrons-controls-the-ai\/"},"modified":"2025-09-28T09:38:21","modified_gmt":"2025-09-28T09:38:21","slug":"whoever-controls-electrons-controls-the-ai","status":"publish","type":"post","link":"https:\/\/teknomers.com\/en\/whoever-controls-electrons-controls-the-ai\/","title":{"rendered":"Whoever controls electrons controls the AI."},"content":{"rendered":"\n<p><strong>Iberdrola&#8217;s Ambitious Investment Plan<\/strong>: As the AI revolution gains momentum, Iberdrola has moved decisively to position itself as a pivotal player in the evolving landscape of energy supply. The Spanish electric utility company recently announced a sweeping \u00a0investment plan\u00a0 amounting to \u00a0\u20ac58 billion\u00a0 by 2028, representing a \u00a030% increase\u00a0 from previous initiatives. This strategic move aims to fortify its presence in both the \u00a0United States\u00a0 and the \u00a0United Kingdom\u00a0, where the demand for energy to power \u00a0data centers\u00a0 is surging.<\/p>\n<p><!-- BREAK 1 --><\/p>\n<p><strong>The Significance of Iberdrola&#8217;s Strategy<\/strong>: With the \u00a0explosion of data centers\u00a0 expected to fuel an unprecedented rise in energy demand, Iberdrola recognizes that controlling electrical networks in these influential markets will enable it to shape the technological future. The company is making a bold play to become the \u00a0&#8220;TSMC of energy,&#8221;\u00a0 which signifies a commitment to become the backbone of energy supply amid a burgeoning AI market.<\/p>\n<p><!-- BREAK 2 --><\/p>\n<p>The bulk of Iberdrola&#8217;s investment will be focused in two key regions:<\/p>\n<p><!-- BREAK 3 --><\/p>\n<ul>\n<li>\u00a0United Kingdom\u00a0: \u20ac20 billion.<\/li>\n<li>\u00a0United States\u00a0: \u20ac16 billion.<\/li>\n<\/ul>\n<p><strong>A Fundamental Shift<\/strong>: Ignacio Gal\u00e1n, Iberdrola&#8217;s Executive Chairman, has positioned the firm as &#8220;the largest Anglo-Saxon company.&#8221; This rebranding strategy is tailored to capture the anticipated energy demand that AI technologies are expected to generate in the coming years.<\/p>\n<p><!-- BREAK 4 --><\/p>\n<p>Of the total \u20ac58 billion investment plan, a remarkable \u00a0\u20ac37 billion\u00a0\u2014representing \u00a064% of the total\u00a0\u2014will be allocated to electrical networks. This segment offers a \u00a0regulated profitability of 9.5%\u00a0, a figure significantly higher than the returns from traditional energy generation.<\/p>\n<p><!-- BREAK 5 --><\/p>\n<ul>\n<li>\u00a0Ambition\u00a0: Iberdrola aspires that \u00a075% of its income\u00a0 will be insulated from the fluctuations of energy prices.<\/li>\n<\/ul>\n<p>Conversely, the Iberian Peninsula is slated to receive just \u00a0\u20ac9 billion\u00a0, or \u00a015% of the total\u00a0 investment. Gal\u00e1n also issued a cautionary note to the Spanish government, stating, &#8220;If the conditions are not favorable, we would consider relocating to other countries.&#8221; This statement highlights the pressing need for improved regulatory conditions in Spain to retain significant investments.<\/p>\n<p><!-- BREAK 6 --><\/p>\n<p>Furthermore, a standoff with the \u00a0National Commission on Markets and Competition (CNMC)\u00a0 reveals a critical issue: while the CNMC proposes a \u00a06.46% remuneration\u00a0 for Spanish networks, Iberdrola insists on a \u00a0minimum of 7%\u00a0. This discrepancy could determine whether Spain retains one of its largest industrial investments or risks losing it.<\/p>\n<p><!-- BREAK 7 --><\/p>\n<div class=\"article-asset article-asset-normal article-asset-center\">\n<div class=\"desvio-container\">\n<div class=\"desvio\">\n<div class=\"desvio-figure js-desvio-figure\"><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<p><strong>Investment Numbers<\/strong>: The projected \u00a0financial growth\u00a0 from this investment is significant:<\/p>\n<ul>\n<li>\u00a0Net profit of \u20ac7.6 billion\u00a0 by 2028 (+\u20ac2 billion).<\/li>\n<li>\u00a0Dividends of \u20ac20 billion\u00a0 over four years.<\/li>\n<li>Creation of \u00a015,000 new jobs\u00a0.<\/li>\n<li>The regulated asset base is expected to increase from \u00a0\u20ac30 billion to \u20ac70 billion\u00a0.<\/li>\n<\/ul>\n<p><strong>Strategic Beta<\/strong>: Iberdrola is banking on an escalating demand for energy driven by \u00a0AI and electrification\u00a0. Gal\u00e1n estimates that there is a \u00a0latent demand of 60,000 MW\u00a0 in Spain alone, with half of this being non-speculative.<\/p>\n<p><!-- BREAK 8 --><\/p>\n<p>Iberdrola&#8217;s fresh strategy also modifies its risk profile, shifting from a company susceptible to \u00a0electricity price fluctuations\u00a0 to one seen as critical infrastructure that guarantees income.<\/p>\n<p><!-- BREAK 9 --><\/p>\n<ul>\n<li>\u00a0Investor\u2019s Dream\u00a0: This presents predictable growth in a sector deemed essential.<\/li>\n<\/ul>\n<p><strong>Risks to Consider<\/strong>: However, the ambitious execution of this plan is not without pitfalls. Former President Trump aims to block Iberdrola\u2019s marine \u00a0wind energy projects\u00a0 in Massachusetts, while the regulatory uncertainties stemming from \u00a0Brexit\u00a0 add layers of complexity in the UK. In Spain, the negotiation with the CNMC could further complicate matters.<\/p>\n<p><!-- BREAK 10 --><\/p>\n<p>Gal\u00e1n&#8217;s vision is clear: he intends for Iberdrola to be at the forefront of the electrification ushered in by the AI revolution. Should this gamble pay off, Iberdrola could find itself at the heart of the most significant technological shift in the coming decades. On the flip side, missteps could jeopardize the \u00a0\u20ac58 billion\u00a0 investment, laying bare the high stakes involved in this bold new chapter.<\/p>\n<p><!-- BREAK 11 --><\/p>\n<p>Iberdrola is determined to seize the moment as the world pivots towards an AI-driven future, making substantial investments in energy infrastructure that could redefine economies and industries alike.<\/p>\n<p><br \/>\n<br \/><a href=\"https:\/\/teknomers.com\/category\/general\/\" rel=\"dofollow\">General News &#8211; 2<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Iberdrola&#8217;s Ambitious Investment Plan: As the AI revolution gains momentum, Iberdrola has moved decisively to position itself as a pivotal player in the evolving landscape of energy supply. The Spanish electric utility company recently announced a sweeping \u00a0investment plan\u00a0 amounting to \u00a0\u20ac58 billion\u00a0 by 2028, representing a \u00a030% increase\u00a0 from previous initiatives. This strategic move [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":172946,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[36399],"tags":[3331,42848],"class_list":["post-172945","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology","tag-controls","tag-electrons"],"_links":{"self":[{"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/posts\/172945","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/comments?post=172945"}],"version-history":[{"count":0,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/posts\/172945\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/media\/172946"}],"wp:attachment":[{"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/media?parent=172945"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/categories?post=172945"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/tags?post=172945"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}