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Global Data Center Power Demand Capacity to Hit 161 GW in 2026
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Fusion42 · 26 September 2026 · Fusion42 review
Global data center power demand capacity is expected to reach 161 GW in 2026, driven significantly by AI servers which will comprise about one-third of that demand. The demand-growth is outpacing available grid capacity, especially in the US where shortages of more than 170 GW could emerge by 2030, prompting exploration of high-voltage direct current distribution to improve efficiency.
This Wire brief sits within Fusion42's coverage of Deep Tech: Telecom & Connectivity, and 3 sources have reported it between 16 Sep 2026 and 26 Sep 2026.
◆ ◆ The Wire takeaway
The rapidly rising power needs for AI servers are creating serious grid strain and power risk in the US. You need to plan now for power supply constraints and explore partnerships in electricity delivery innovation like high-voltage DC to stay ahead.
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3 sources · first reported 16 Sep 2026 · latest 26 Sep 2026
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