Data centers forecast to use 20% of US power by 2035 — analysts estimate usage will rocket to 194 gigawatts, 83% more than forecast seven months ago
AI disclosure
Summary
BNEF's December outlook put 2035 demand at 106 GW, and that figure was itself 36% above the projection the firm published in April 2025.
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Data centre demand to almost quadruple by 2035
— Puru Saxena (@saxena_puru) July 22, 2026
Inference workloads will grow significantly and this is a big tailwind for the AI trade. pic.twitter.com/uMTODvYJff