Us Electricity Demand

AI data center demand is forcing a rethink of every power asset on the US grid

Soaring electricity demand from AI data centers is reviving shuttered plants and spawning record-scale solar projects, but grid buildout costs keep climbing.

Dominion's 53.8 GW data center backlog and a $66.8B merger make it the utility to watch in 2026

Dominion Energy beat Q2 estimates on surging data center demand, while its pending $66.8B merger with NextEra advances toward a 2027 close.

States accelerate virtual power plant programs as grid demand climbs

Massachusetts and Minnesota are making headline moves on virtual power plants, signaling a wider shift in how U.S. grids manage rising electricity demand.

Data centers drove half of US electricity demand growth as time-to-power becomes the defining constraint

Data centers accounted for roughly 50% of US electricity demand growth, far outpacing the global share of 17%, with power timelines now outstripping build timel

Data centers drove half of US electricity demand growth as time-to-power becomes the defining constraint

Data centers now account for roughly 50% of US electricity demand growth, far outpacing the global rate, as power infrastructure timelines stall expansion plans

Understanding the Infrastructure of Data Centers

AI and cloud computing are reshaping the nation's power grid as data centers double their electricity consumption by 2030