We curate news with direct bearing on our business — AI data centers, distributed energy and low-carbon infrastructure — with our own perspective. Copyright in each article belongs to its publisher; headlines link to the original.
Updated every Korean business day with three curated items covering both Korea and global (primarily US) developments, accumulated as an archive. The Korean edition carries the full daily feed — see the Korean news archive.
2026.06.10 · Gartner
Gartner forecasts global data center electricity consumption rising from 447TWh to 565TWh in 2026, with power demand reaching 132GW. AI-optimised servers account for 31% of consumption, making power availability the binding constraint on AI capacity.
CAYNMARS view — our 40MW-class reference project in Yeoju addresses exactly this constraint through integrated on-site generation. The market rationale for securing power without waiting in the grid queue keeps strengthening.
IEA · Energy and AI
The IEA projects data center consumption reaching approximately 945TWh by 2030, and warns that around 20% of planned projects are at risk of delay — new transmission lines take four to eight years in advanced economies and turbine lead times now run to several years.
CAYNMARS view — the report's recommendation to site data centers where power is available and to operate on-site generation flexibly is the core premise of our development approach.
2026.01 · Korean distributed energy policy
Seven regions were designated as Korea's first Distributed Energy Special Zones, activating exemptions including direct power trading and streamlined grid impact assessment.
CAYNMARS view — the institutional basis for our Yeoju special-zone strategy is now operating in practice. The first designations set an important reference for subsequent applications.