"Hyperscale datacenters stateside will consume 22 percent more grid power by the end of 2025 than a year ago, and are forecast to need nearly three times as much electricity by the end of the decade. Warnings about datacenters' rising energy draw are coming thick and fast of late, and this latest one from 451 Research (now a part of S&P Global) comes with figures and cautions about how fast this change may occur and what grid resources will be required to meet it."
"The bit barn building boom is largely fueled by estimated demand for new machine learning models, which require highly configured servers packed with power-hungry GPUs to develop and train. The power and cooling infrastructure required also mean it is easier to build a new facility rather than attempt to retrofit an existing one. As a consequence, utility power to datacenters in America is esitmated to jump 11.3 GW to 61.8 GW by the end of this year."
"451 calculates this will rise again to 75.8 GW in 2026, then 108 GW in 2028, before hitting 134.4 GW by 2030. These figures also exclude enterprise-owned facilities, only considering those of the hyperscale tech giants such as Amazon, Apple, Google, Meta, and Microsoft, alongside leased and crypto-mining sites. The massive leap in power is due to the sheer level of investment in new datacenters from the hyperscalers."
U.S. hyperscale datacenters are projected to draw substantially more grid electricity, rising 22% by the end of 2025 and potentially tripling by 2030. Demand is forecast to rise from about 61.8 GW this year to 75.8 GW in 2026, 108 GW in 2028, and 134.4 GW by 2030. Expansion is driven by demand for new machine-learning models that require power-dense GPU servers and extensive power and cooling infrastructure, making new builds easier than retrofits. Projected figures exclude enterprise-owned facilities and cover hyperscalers, leased data halls, and crypto-mining sites. Heavy capex from hyperscalers is driving builds, while new utility tariffs like AEP Ohio's rule assigning major datacenter customers most connection costs could slow some expansion.
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