Wire · founder news, decoded · operational-macro
Data centers expected to use 4x more electricity by 2035
◆ Published
21 July 2026
◆ Topic
operational-macro
◆ Sectors
◆ Geography
◆ Source
◆ Verified
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. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur reasons over.
◆ 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.
◆ Related on Wire
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- AI continues to pressure power prices16 July 2026
- AI data center boom shifts bottleneck from chips to power21 July 2026
- AI Growth Drives U.S. Data Center Boom as Aging Power Grid Faces Strain21 July 2026
◆ Topics
AI Infrastructure · Cloud Infrastructure · Energy Storage · data-center-power · grid-constraints · ai-compute · electricity-demand · us-infrastructure