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.
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