Most power requested for US data centers won't be connected
Wood Mackenzie expects US utilities and grid operators to commit to about 28% of the 1,066 GW requested for data centers.
The number
Wood Mackenzie projects that US grid operators and utilities will likely commit to about 28% of the 1,066 gigawatts requested for data center projects. More than two-thirds of the electricity sought for AI is unlikely to materialise because of phantom projects and long-shot pitches.
Context
The same month a 3.2 GW contract for a single OpenAI data center came before Georgia regulators, and Emerald AI raised $150 million to make data centers flexible grid loads. Whether a project actually connects matters more than the gigawatts announced.
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