U.S. data centers are on track to consume about 20% of the nation's electricity by 2035, up from 5.9% today, according to a new BloombergNEF forecast The research firm raised its 2035 demand projection to 194 GW, an 83% increase on the forecast it issued in December, and calculated that even a record pace of grid connections sustained every year for a decade would leave a 19 GW supply shortfall.
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