The largest new load on the grid.
AI, cloud growth, PPAs, siting, nuclear and gas dependencies and utility investment.
Data centres, driven by cloud computing and artificial intelligence, have become one of the fastest-growing sources of electricity demand in several countries. This hub covers their power needs, grid connection requests, on-site generation and the deals tech companies sign for clean electricity.
We track utility load forecasts, interconnection backlogs, nuclear and gas supply agreements, and the efficiency gains that could offset demand growth. Forecasts vary widely, so briefs compare projections from grid operators, utilities and independent analysts, and explain what is driving the range. Readers will find context for headlines about gigawatt-scale campuses and what they mean for local grids and prices.
Utility integrated resource plans filed in 2026 show data-center-linked load additions exceeding historic peak growth in several ISOs, shifting siting decisions toward firm capacity.