“US data center power demand is forecast to more than double to 66 GW in 2027 from 31 GW in 2025 (41 GW in 2026), driven by an accelerating buildout of AI infrastructure; data centers' share of total US peak summer power demand is projected to jump to 8.5% in 2027 from 4.1% in 2025.”
Said May 20, 2026Deadline Dec 31, 2027Goldman Sachs Insights, 'US Data Center Power Demand Projected to Double by 2027,' May 20, 2026
Forecast assumes US data center capacity reaches ~95 GW by end-2027 at a 70% utilization rate; Goldman itself notes only about 50-60% of scheduled capacity is expected to come online on time.