Electric Power
April 01, 2026
CERAWEEK: Data center power demand tees up electricity supply crunch
Featuring Daniel Weeks, Jared Anderson, and Nushin Huq
HIGHLIGHTS
Data centers trigger US power grid alarms
Gigawatt shortfall looms in next decade
Policy shifts needed for affordable power
Data center demand is ringing alarm bells for some of the largest power grid operators in the US. Projections show a shortfall by dozens of gigawatts in the next 10 years. A serious adjustment to large power load policy will be required to help keep electricity affordable in the near term.