May. 8 at 12:39 AM
Goldman: Even after adjusting for potential delays & cancellations…we expect US data center power demand to more than triple from 31 GW in 2025 to 66 GW in 2027
Consequently, we expect this acceleration in data center power demand growth to further tighten US power markets, which we estimate are already critically tight in some regions.
At the national level, we forecast the share of US data centers in total peak summer power demand to increase from 4.1% in 2025 to 5.3% in 2026 & 8.5% in 2027, leading to incremental tightness in the US power market
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