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Benzinga
Benzinga
Business
Eva Mathew

AI Data Centers Are Driving US Power Crunch—And Even Record Grid Spending Isn't Enough, New Research Finds

BNEF United States BloombergNEF PJM Electricity ERCOT
In,Data,Center:,It,Technician,Running,Maintenance,Programme,On,Laptop,

The United States could face mounting reliability risks as electricity demand from data centers climbs far faster than grid capacity, according to two new BloombergNEF (BNEF) reports released on Monday.

BNEF now expects U.S. data-center power demand to reach 106 gigawatts (GW) by 2035, a 36% jump from its previous forecast just seven months earlier, while grid investment, despite hitting record levels, remains too slow to ease transmission bottlenecks.

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