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The EIA counts data centres in the US commercial sector, and in August 2026, while industrial power sales fell 1.5% from a year earlier, US commercial electricity sales rose 5.1% year over year to 150.6 terawatt-hours
Verified 2026-10-24
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Commercial power use is where data-centre growth shows up in official US statistics, so steady gains signal demand that utilities must plan for.
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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- 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
- 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
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