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TrendForce: Global Datacenter Power Demand Capacity Expected to Rise 31% YoY in 2026
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Fusion42 · 10 October 2026 · Fusion42 review
Global datacenter power demand capacity is forecasted to rise 31% year-on-year in 2026, reaching 161GW, driven primarily by growth in AI servers which will account for over a third of total demand. The widening gap between grid power supply and datacenter demand, especially post-2028, is prompting a shift towards on-site power generation and HVDC architectures.
This Wire brief sits within Fusion42's coverage of Deep Tech: Telecom & Connectivity.
◆ ◆ The Wire takeaway
Rampant rise in datacenter power needs means you must plan for grid delays and consider on-site power options now. This shortage creates new opportunities for suppliers of power solutions and high-voltage distribution tech.
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1 source · 8 Oct 2026
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