ADI assessed a global energy transition capital spend and outlook through 2050, identifying the addressable market for digital technologies. The study analyzed how the shift toward fragmented, low-carbon infrastructure will impact the need for digital integration across intermittent renewables and energy storage systems. Modeling surfaced critical factors that will dictate the pace of digital adoption.
The client
Global cloud and technology provider
The situation
Ambiguity in sizing the digital transformation opportunity across multiple energy transition futures and emerging technology segments.
ADI’s contributions
Global capex scenario modeling
ADI modeled three distinct energy futures—BAU, Rapid, and Net-Zero—to project capital shifts from fossil fuels to electrification.
Segment digital spend analysis
Digital spend was forecast across 15 energy segments, identifying power and utilities as the primary growth engine through 2050.
Green premium benchmarking
The research quantified the cost parity challenges for CCUS and hydrogen, correlating these to the required digital optimization spend.
Infrastructure criticality assessment
ADI ranked the infrastructure limitations of EVs, DAC, and grid resilience to identify where digital twins offer the highest value.
Key outcomes
- Quantified digital spend forecasts by sector, enabling the client to prioritize cloud service investments in high-growth ET segments.
More insights
What will it take to scale geothermal?
Geothermal is attracting more attention than at any point in recent decades. Fervo’s IPO brought public-market attention to enhanced geothermal systems, and Quaise’s recent $134 million Series B first close showed continued investor appetite for superhot geothermal and millimeter-wave drilling. Developers are improving drilling performance, stimulation design, reservoir modeling, subsurface monitoring, and project execution. Oil […]
ADI ThinkLab: Materials Transition
Convened in collaboration with a Fortune 500 company exploring the future evolution of materials markets. Houston, Texas | August 31, 2026 What is the ADI Thinklab? Invitation-only series ADI ThinkLab is ADI Analytics’ invitation-only series of executive discussions that brings together industry leaders, researchers, technology developers, investors, and other experts to explore emerging trends shaping […]
Grid realities: Power emissions are up
U.S. power sector CO₂ emissions rose 4% in 2025 based on the latest findings from the U.S. Energy Information Administration (EIA). This increase was driven by a 3% increase in net electric power generation, including a substantial 13% increase in coal-fired generation. More importantly, this increase points to a growing challenge facing the U.S. power […]