The Kobeissi Letter(@KobeissiLetter):We need more power. Data center power demand in the US is projected to surge +253% from 2026 levels, to a record 194 gigawatts by 2035. One gigawatt is roughly equivalent to the capacity of a single traditional nuclear reactor. As a result, data centers are expected to account for ~20% of US electricity consumption by 2035, up from ~6% today. To put this into perspective, data centers are estimated to consume ~12% of US electricity by 2030. Much of this growth is concentrated in a handful of grid regions, such as PJM, which serves the District of Columbia and 13 states, including Virginia, Pennsylvania, and Ohio. Electricity is the next AI bottleneck.

2026.07.24 18:15

We need more power. Data center power demand in the US is projected to surge +253% from 2026 levels, to a record 194 gigawatts by 2035. One gigawatt is roughly equivalent to the capacity of a single traditional nuclear reactor. As a result, data centers are expected to account for ~20% of US electricity consumption by 2035, up from ~6% today. To put this into perspective, data centers are estimated to consume ~12% of US electricity by 2030. Much of this growth is concentrated in a handful of grid regions, such as PJM, which serves the District of Columbia and 13 states, including Virginia, Pennsylvania, and Ohio. Electricity is the next AI bottleneck.