America is building datacenters faster than the grid can power them
Meeting expected energy consumption through 2030 will require $110 billion in new generation resources
Financial service biz Moody's says the availability of power is still a major constraint on US datacenter growth as the pace of construction exceeds the speed at which the nation's grid infrastructure can add the requisite capacity.
America is the epicenter of the datacenter construction boom, driven by the AI craze and demand for compute capacity to train ever-larger foundation models.
The latest report from Moody's estimates the power needed by all those bit barns will reach 426 terawatt-hours (TWh) in 2030, citing data from the International Energy Agency (IEA). That is almost double the 2025 figure.
It falls on the power sector to develop new resources to meet this extra demand as traditional power generation is struggling to keep pace. Moody's calculates that building the additional generation capacity will cost about $110 billion, adding an...
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