Key points
US data-center power supply-demand waterfall, 2026-28 (GW) ｜ 97GW needed, a ~33GW gap remains after all supply sources
Image source: @glocalinvestor
2026-09-23
US Data-Center Power Gap Seen at ~33GW in 2026-28, About 34% of Need
US data-center power supply-demand waterfall, 2026-28 (GW) ｜ 97GW needed, a ~33GW gap remains after all supply sources
Image source: @glocalinvestor