Wire · operational-macro
Data centers expected to use 4x more electricity by 2035
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Fusion42 · 21 July 2026 · Fusion42 review
Data centres are forecast to consume 4x today's electricity by 2035, with AI compute driving demand to nearly 200GW capacity. Regional power grids—particularly PJM and ERCOT—face strain as 64% of global AI chip power demand concentrates in the US.
This Wire brief sits within Fusion42's coverage of AI Infrastructure, Cloud Infrastructure and Energy Storage, and 3 sources have reported it.
◆ ◆ The Wire takeaway
If you're building AI infrastructure, power is your bottleneck, not compute. PJM and ERCOT are now gatekeepers—your data centre location is determined by grid capacity, not land cost, and that decision locks in for a decade.
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3 sources · 21 Jul 2026
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