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Strategies & Market Trends : World Outlook -- Ignore unavailable to you. Want to Upgrade?


To: Les H who wrote (48339)10/18/2025 9:38:06 AM
From: Les H  Read Replies (1) | Respond to of 48776
 
US hyperscalers to guzzle 22% more grid juice by end of 2025

AI hype fuels bit barn boom – and utilities are sweating the surge
Dan Robinson
Thu 16 Oct 2025 // 13:47 UTC

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.

US hyperscalers to guzzle 22% more grid juice by end of 2025 • The Register