BREAKING
Data Centers Seen at 20% of US Power
0%
today
0%
by 2030
0%
by 2035
2035 Demand Estimate Soars to 194 GW
Apr 202578
Dec 2025106
Now194
0GW
connected
0GW
shortfall
0%
forecast jump
Power, Not Chips, Is the Constraint
Pressures
PJM and ERCOT backlogs
Rising rack power density
Supply gaps over 100 GW
Responses
On-site gas generation
Long-term power deals
Some permit freezes
AI Economics Now Run Through the Grid
AI NEWS BLITZ
BloombergNEF sharply raises its forecast for U.S. data center electricity demand.