Overview

• Global electricity consumption from data centers is projected to triple by 2030, reaching nearly 1,000 terawatt-hours, driven by AI expansion.
• Proposed U.S. data center capacity doubled from 50 GW in mid-2024 to nearly 100 GW by January 2025, underscoring the rapid growth in AI infrastructure.
• Natural gas is expected to supply 60% of incremental power generation for data centers, with renewables providing the remaining 40%.
• By 2035, data centers are projected to account for 8.6% of total U.S. electricity demand, more than double their current share of 3.5%.
• The clustering of data centers near urban areas poses challenges for regional power grids, requiring updates to grid planning and infrastructure.