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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

Long-dated nuclear supply is being locked up now for demand that only arrives at the end of the decade. In the quarter to 30 June 2026 Constellation Energy signed power purchase agreements running 15 to 20 years with investment-grade customers, beginning between 2029 and 2032: Constellation signed another 920MW of long-term nuclear supply, none of it starting before 2029

AI data centres are pushing US electricity generation to record highs. Total output from the country's power sector in the first half of 2026 rose 1.8% versus the first half of 2025, adding 37 billion kilowatt-hours

EIA modelled what would happen if data-centre power demand grew faster than forecast. Its February 2026 baseline had US coal generation falling 9.3% between 2025 and 2027; in the higher-demand scenario, coal plants run on their existing spare capacity and the decline shrinks to a 5.0% fall in US coal generation instead of 9.3%

EIA's Annual Energy Outlook 2026 estimates that data-centre servers alone, before any cooling or other building load, already accounted for 7% of all US commercial-sector electricity in 2025

On 3 August 2026 the governor of Texas paused new data-centre development while projects already under review are assessed. In the same month's Short-Term Energy Outlook the EIA cut its forecast for Texas electricity load growth in 2027 to 6% growth in Texas load, down from 14% forecast a month earlier

Texas paused new data-centre development on 3 August 2026 while it reviews the projects already in the queue, and the EIA cut its forecast for the state in response: Texas electricity load growing 6% in 2027, not the 14% forecast a month earlier

Eaton's Electrical Global segment, which sells the power distribution and switching gear AI data centres depend on, ended the second quarter of 2026 with total backlog up 103% year-over-year Eaton Electrical Global backlog up 103% year-over-year

GE Vernova builds the gas turbines and grid equipment that electricity supply runs on, and AI data centres are now one of its largest sources of new demand. Its gas equipment under contract rose from 100 GW to 116 GW during the second quarter of 2026, and data-centre orders through the first half of the year reached over $5 billion of data-centre orders, more than double the whole of 2025

PJM's Dominion zone in Virginia serves the largest concentration of data centres in the world, and their power draw shows up hardest on the coldest nights. Winter peak electricity demand there reached 25,413 megawatts in the 2025–26 winter — 45% higher than the 2019–20 winter

Quanta Services builds the transmission lines, substations and high-voltage switchgear that connect new AI data centres to the grid, and it told investors that rising demand from data centres, electrification and grid modernisation is driving orders. Its total backlog reached a record $53.4 billion, Quanta Services' record grid-construction backlog as of 30 June 2026

AI data centres need firm, round-the-clock power, and nuclear plants are being locked up years in advance to supply it. In June 2025, independent power producer Talen Energy expanded its agreement with Amazon Web Services to deliver up to 1,920 megawatts of carbon-free nuclear power from the Susquehanna plant through 2042

US data centres used 176 terawatt-hours of electricity in 2023 — on Berkeley Lab's measurement, 4.4% of the country's total

Berkeley Lab projects that by 2028 US data centres will draw between 6.7% and 12% of all US electricity

EIA forecasts US electricity use rising 1% in 2026 and 3% in 2027, driven largely by large computing facilities including data centres — which would be the first four-year run of demand growth since 2007

Vistra signed 20-year power purchase agreements with Meta Platforms in January 2026 to supply a total of 2,609 MW of carbon-free power and capacity from its Perry, Davis-Besse and Beaver Valley nuclear plants in PJM, with full delivery of operating capacity by 2027 and uprate capacity by 2034 2,609 MW of nuclear power under 20-year Vistra-Meta PPAs