For the past decade, the defining narrative of the global energy sector has been the transition of supply. Governments, utilities, and investors have focused almost exclusively on shifting generation assets from fossil fuels to renewables, retiring coal plants in favor of wind farms and solar arrays.... The narrative for the next decade, however, is currently being rewritten by a structural shift in demand that few predicted would happen this quickly: the exponential rise of the data center. As Artificial Intelligence (AI) transitions from theoretical…