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Macro EconomyMedium•3 March 2026•

1 min read

White House Meets Big Tech as AI Drives Surge in U.S. Data Center Power Demand

Electricity pylons and power lines connect to data centers with glowing blue lights, set against a US map background.

Key Facts

1Data centers' share of total U.S. electricity demand is projected to rise from 4.5% today to approximately 10% by 2030.

2Data center power demand has tripled since 2017, rising from 70 TWh to over 200 TWh.

The rapid expansion of artificial intelligence and cloud computing is driving an unprecedented surge in electricity demand across the United States. According to data from UBS and the IEA, the share of data centers in total U.S. power consumption is projected to rise from 4.5% today to approximately 10% by 2030. This growth is evidenced by a tripling of power demand since 2017, jumping from 70 TWh to over 200 TWh. In response, the White House is convening with major technology firms, including Amazon, Google, and Microsoft, to address the impact of this expansion on the national grid and household energy costs. The situation highlights a significant infrastructure gap, as grid expansion typically takes four to eight years, while data centers can be completed in less than three. This trend is expected to provide a strong tailwind for utility providers and grid infrastructure companies despite the regulatory hurdles ahead.