U.S. Data Center Capacity Set for 1,000% Increase with 150 GW Planned, Major States Leading Development
DATA AND AI INFRASTRUCTURE
The U.S. data center computing capacity is set to increase by nearly 1,000%, with over 150 GW planned across 24 states, led by Virginia, Texas, and Pennsylvania. This surge in capacity is causing challenges in utility planning and contributing to a 16% rise in residential electricity rates in the top 15 states since early 2024. Despite these challenges, electricity output in these states has increased by 22%, indicating that utilities are preparing to meet the expected demand.
Jan 23, 2026, 6:20 AM
