← Back

Wire · founder news, decoded · operational-macro

Data centers expected to use 4x more electricity by 2035

Published

21 July 2026

Topic

operational-macro

Sectors

AI InfrastructureCloud InfrastructureEnergy Storage

Geography

United States

Source

Read at techcrunch.com

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

Topics

AI Infrastructure · Cloud Infrastructure · Energy Storage · data-center-power · grid-constraints · ai-compute · electricity-demand · us-infrastructure