Wire · operational-macro
Data Centers on Track to Suck Up a Fifth of US Power Use by 2035
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Fusion42 · 21 July 2026 · Fusion42 review
US data centre electricity consumption will rise from 5.9% today to 20% by 2035, driven by AI workloads, with demand reaching 194 gigawatts—83% higher than December forecasts. Regional concentration in Virginia and Texas will create acute grid pressure.
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 or selling power to data centres, your site selection just got harder. The grid in Virginia and Texas will be the bottleneck—not land, not labour, not capital.
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3 sources · 21 Jul 2026
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