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energy

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March 26, 2026 at 7:10pm ET

Data center capacity will nearly triple by 2030. The grid won't keep up.

McKinsey projects global data center capacity will nearly triple by 2030. AI workloads alone grow 3.

Source: McKinsey & Company / Gartner / IDC / Nvidia

AI infrastructure data centers energy

March 26, 2026 at 7:25am ET

US data center buildout halved last quarter. The bottleneck is the grid.

Whatever happened to under-promise and over-deliver? 241 gigawatts of data center capacity announced.

Source: Paul Kedrosky / Wood Mackenzie

AI infrastructure data centers energy