Surge Insights/Load Growth & AI
Load Growth & AI

Data Center Power Demand

How data center growth is straining grid capacity and reshaping planning.

Data BriefJun 18, 2026· 4 min read
445 gigawatts, mostly solar and storage, is the number to watch through 2030

A new ICF analysis puts a number on how much new capacity U.S. demand growth will require by 2030 — and most of it is solar and storage, not new gas or nuclear.

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ENERGY, BRIEFLY
The week's most important signals in clean-energy infrastructure.