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U.S. data centres to use 20 percent of power generation by 2035, BNEF sees fourfold rise

U.S. data centre electricity use is expected to quadruple by 2035 and account for 20 percent of total power generation, as surging AI computing demand accelerates expansion faster than grids can keep up. BloombergNEF sees U.S. data centre capacity reaching about 200 gigawatts within 10 years, with nearly half used for AI training and inference. Grid constraints are emerging as a key variable in AI infrastructure competition, with pressure rising in regions such as PJM and Texas.