Power demand from AI data centers could grow by more than 30 times by 2035, according to Deloitte in a recent survey, Can U.S. Infrastructure Keep Up With the U.S. Economy? Deloitte estimates that demand will grow from 4 gigawatts in 2024 to 123 gigawatts in 2035.
Both data center and power executives surveyed share the view that power and grid capacity constraints in meeting load growth are very or extremely challenging for data center infrastructure buildout (72 percent of overall respondents).
The impact of AI data centers on the industries needed to support them — from utilities and renewables to construction and manufacturing — is becoming more common in investme
