Meeting expected energy consumption through 2030 will need $110 billion in new generation resources.
The latest report from Moody's estimates the power needed by all those bit barns will reach 426 terawatt-hours in 2030.
Transmission buildout is a parallel bottleneck, with $80 billion to $115 billion in grid investment through 2030 already approved or under construction across US power markets, Moody's says, with the potential to triple over the next decade.
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Meeting expected energy consumption through 2030 will need $110 billion in new generation resources. Moody's calculates that building the additional generation capacity will cost about $110 billion.
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Meeting expected energy consumption through 2030 will need $110 billion in new generation resources.
Financial service biz Moody's says the availability of power is still a constraint on US datacenter growth as the pace of construction exceeds the speed at which the nation's grid infrastructure can add the requisite capacity.
America is the epicenter of the datacenter construction boom, driven by the AI craze and demand for compute capacity to train ever-larger foundation models.
The latest report from Moody's estimates the power needed by all those bit barns will reach 426 terawatt-hours in 2030.
Moody's calculates that building the additional generation capacity will cost about $110 billion.
Management consultancy Bain & Company highlighted the problem nearly two years ago when it said that energy companies needed to boost their generation capacity, reversing years of flat or declining demand.
Transmission buildout is a parallel bottleneck, with $80 billion to $115 billion in grid investment through 2030 already approved or under construction across US power markets, Moody's says, with the potential to triple over the next decade.
Investment bank Jefferies reported in June that half of the extra US datacenter capacity planned for 2026 is unlikely to come online this year, blaming power availability and grid connection setbacks, along with other issues including zoning and permitting challenges.
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