Utility Dive•3 months ago
U.S. data center power demand could reach 106 GW by 2035: BloombergNEF
- •U.S. data center power demand is projected to reach 106 GW by 2035, a 36% increase from previous estimates, signaling a massive surge in electricity needs.
- •This rapid load growth creates significant market opportunities for power developers but also poses substantial grid integration, interconnection, and supply challenges.
- •The forecast includes a cautionary note about potential 'AI bubble' or speculative proposals, suggesting a need for careful project evaluation and risk assessment for both developers and large loads.
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