After nearly two decades of relatively flat electricity consumption, the United States is entering a new era of power demand growth. This shift is not being driven by population growth, household consumption, or traditional heavy industry. Instead, it is being propelled by data centers—specifically those supporting cloud computing, artificial intelligence, and high-performance workloads. Federal energy forecasts now show that U.S. electricity usage is set to rise more over th

In the second quarter of 2025, the world’s leading AI companies poured over $100 billion  into data centers, compute infrastructure, and...