A base model anticipates U.S. data center demand of about 118 GW by 2030. As potential demand and proposed data center size both grow, so does the complexity in forecasting, analysts said.
BloombergNEF raises data center demand to 118-207 GW (2030-33), a 52-83% upward revision on AI deployment and mega-scale projects. Power scarcity constrains expansion; grid limits will dictate workload placement and energy sourcing across infrastructure roadmaps.
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A base model anticipates 2030 U.S. data center demand of about 118 GW. As potential demand and data center sizes both grow, so does the complexity in forecasting, analysts said.
Published July 28, 2026
A data center under construction on April 14, 2026, in Vernon, Calif. Data center projects are growing in size: BloombergNEF data shows more than 70 projects that are 1 GW or larger, Senior Associate Nathalie Limandibhratha said July 22, 2026.
The 2035 outlook marks an 83% jump since December, despite development risks like local opposition.
The research firm's 2035 projection has risen roughly 2.5 times in 15 months.
Would account for 20 percent of US electricity consumption
Data center demand will outpace planned utility capacity additions by more than 100 GW through 2030, increasing reliance on…
The research firm estimates that US data centers will require a staggering 194 gigawatts by 2035 – up 83% over its previous…
New data centers built through 2033 could consume as much electricity as India uses today.
India data centre capacity to jump to 12 GW by 2030 as AI fuels demand: Wood Mackenzie - The Economic Times
