AI Data Center Buildout Faces Near-Term Power Gap as Demand Forecasts Rise

The AI infrastructure race is increasingly constrained by electricity, not just chips: a recent market analysis cited in reporting on U.S. data centers estimates a 30% to 40% gap between available U.S. power capacity and projected data-center needs by 2028. The same analysis puts total data-center power requirements at 257 GW by 2028 and frames the shortfall as roughly six New York Cities of baseload electricity, with the gap potentially rising to 10 New York Cities without mitigation measures.