AI data center boom may exceed US utility capacity additions by 100 GW through 2030

Bank of America analysts warn that surging demand from artificial intelligence data centers could outpace planned utility generation expansions by more than 100 GW through 2030, potentially driving more on-site gas generation and battery st

First covered Jul 17, 2026 · 7:45 AM PT · 1 article

Coverage

7h Utility Dive AI data center growth could force US utilities to rethink generation plans, BofA says — Bank of America analysts project data center demand will outpace planned utility capacity additions by more than 100 GW through 2030, increasing reliance on…

More coverage from around the web

iea.org Energy demand from AI – Energy and AI – Analysis - IEA

belfercenter.org AI, Data Centers, and the U.S. Electric Grid: A Watershed Moment | The Belfer Center for Science and International Affairs

brookings.edu Global energy demands within the AI regulatory landscape | Brookings

goldmansachs.com AI to drive 165% increase in data center power demand by 2030 | Goldman Sachs

deloitte.com Can US infrastructure keep up with the AI economy?

Appeared in: 2026-07-17 (#1)

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