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American Electric Power, one of the largest US utilities, which counts hyperscalers and manufacturers among its new large customers, signed fresh load commitments in the third quarter of 2026 and now expects its contracted extra load to reach 84 GW by 2031 AEP signed 15 GW of new load commitments in a single quarter
Verified 2026-10-28
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Signed contracts, not forecasts, are now driving utility spending plans, showing how fast data centres and factories are reshaping US power demand.
The screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
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- AI data centres worldwide reached a power capacity comparable to New York State at peak demand in 2025, which Stanford's AI Index puts at 29.6 gigawatts
- OpenAI does not disclose GPT-4o's resource footprint, so Stanford's 2026 AI Index Report turned to independent researchers' estimates of the water needed to cool the servers behind it — as much as 1.58 million kilolitres a year — more than 1.2 million people drink annually
- AI training's carbon footprint has scaled by orders of magnitude. Stanford's 2026 AI Index estimates that training AlexNet in 2012 produced about 0.01 tons of CO2 equivalent, while training xAI's Grok 4 in 2025 produced roughly 72,816 tons of CO2 equivalent — over 1,150 times the lifetime emissions of an average car
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