Data center demand will outpace planned utility capacity additions by more than 100 GW through 2030, increasing reliance on on-site gas generation and battery storage, Bank of America analysts project.

Investment in data centers is growing exponentially. Solar PV and batteries dominate the power source ratings by executives, but natural gas is not far behind.

Meeting data center power demands will mean building more transmission lines and acquiring more land to put them on.

Data center demand will outpace planned utility capacity additions by more than 100 GW through 2030, increasing reliance on on-site gas generation and battery storage, Bank of…

Rapid AI-driven data center growth is colliding with US power system constraints and community push-back amidst a fragmented policy landscape, raising risks for developers across…