Forecast Energy Demand for the AI Datacenter Era
Unlock strategic growth by harnessing advanced datacenter and energy demand analytics to discover and capitalize on emerging opportunities in the evolving datacenter landscape.
2026 US Datacenters and Energy Outlook
The breakout of artificial intelligence computing continues to percolate throughout all corners of the global economy, creating a spike in demand for the power-intensive data centers that run it. In our 2026 US Datacenters and Energy Report (16-pager), S&P Global Energy's 451 Research base forecast indicates power demand from data centers in the US will reach 366 TWh in 2025 and nearly double to 728 TWh by 2030.
Doubts remain, however, regarding the ability of both tech companies and utilities to integrate this level of new load into the grid in the next five years.
How would these ambitions meet reality in 2026?
Our datacenter and energy coverage
12,960+
Global datacenter
facilities
130+
Countries coverage
on datacenters
2600+
Datacenter planned
sites tracked
102,400+
Global power plants
100+
Facility asset level metrics
2,700+
Global datacenter providers
5 years
Five-year forecasts on datacenter market
80+GWs
Datacenter capacities
S&P Capital IQ Pro: Track Datacenter Growth and Energy Demand
With asset-level data covering over 12,960 data center facilities, you can conduct precise analyses of real estate space, power, and rack utilization, along with access to detailed facility records, ownership details, expansion plans, and operational metrics on S&P Capital IQ Pro. Our advanced market forecasting provides five-year projections to help you anticipate supply-and-demand shifts at global, regional, and state levels while evaluating planned construction and investment trends. Our interactive data mapping tools allow you to visualize datacenter locations alongside power and renewable infrastructure, facilitating comprehensive geographic and market assessments.
Datacenter and Energy Project Proximity Analysis
The Datacenter and Energy Project Proximity Analysis Blueprint helps identify planned datacenter capacity and proximity to early stage uncontracted power plant projects. A proximity analysis map helps visualize power plant projects within a 25 mile radius of new datacenters.
The combination of S&P Capital IQ Pro power plant data and 451 Research Data Center Knowledgebase data provides a way to identify opportunities around future demand generated by datacenter projects and future energy supply availability to satisfy this growing demand.
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As datacenter development accelerates worldwide, the race to secure reliable power, forecast demand, and identify viable energy investment opportunities has never been more critical.
With S&P Capital IQ Pro, you gain the integrated intelligence needed to stay ahead—connecting datacenter growth insights directly to energy market fundamentals. Effortlessly monitor new and upcoming datacenter projects while uncovering actionable insights into energy demand, supply constraints, and regional power dynamics.