Back
Energy6/day by emailPrimary
US electricity consumption had been nearly flat for over a decade, and now data center buildout is pushing it to new records. The EIA's September 2026 outlook forecasts total US electricity sales will reach US electricity sales projected to hit a record 4,135 billion kWh in 2026, driven largely by data centers, per the EIA
Verified 2026-10-03
THE INTELLIGENCE CLUB
Facts like this, six days a week
The Daily Receipts on weekdays, The Weekly Brief on Saturday — six sourced facts a day by email, two more than the free site shows. Every one traced to the filing it came from. Free.
Join now and you start with 100 Receipts on The Receipts Ledger — your first step toward a free year of Insider or Pro. How it works →
Read this morning's edition →The screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
More on Energy
- 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