尽管PJM在四月份重新开放了新发电源的申请队列，但情况已经变得如此严峻，以至于一家公用事业公司——美国电力公司（American Electric Power）威胁要退出互连。供需失衡使电价在过去一年上涨了76%：https://techcrunch.com/2026/05/15/power-prices-are-up-76-on-americas-biggest-grid-and-a-watchdog-is-pointing-fingers/。
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Data centers are expected to use one-fifth of the electricity generated in the U.S. by 2035, four times that of today, according to a new report from BloombergNEF：https://about.bnef.com/.
A surge in AI compute will push data center capacity to nearly 200 gigawatts over the next decade, the report predicts. Nearly half of that capacity will be devoted to training and inference, and most of that will remain concentrated in the U.S. By 2033, the country will host 64% of AI chips by power demand.
Based on previous forecasts, those figures could be conservative.
BloombergNEF’s new estimate for electricity demand in 2035 is 83% higher than what the consultancy predicted in December. Other organizations have raised their forecasts, too. EPRI, an electrical industry nonprofit, has more than doubled its 2024 estimate：https://restservice.epri.com/publicattachment/97025, while S&P’s forecast：https://www.spglobal.com/market-intelligence/en/news-insights/articles/2026/5/surging-us-data-center-power-demand-tests-sustainability-targets-101100707 rose by more than a third between October and April. The revisions reflect the fevered pace of data center development across the U.S.
In the coming decade, BloombergNEF expects the majority of new data centers to hit electrical grids that are already strained. The PJM Interconnection, which spans Virginia to Illinois, will see 34% of its electricity go to data centers, while ERCOT, which covers most of Texas, will have to devote 22% of its generating capacity.
PJM, which already hosts a large number of the country’s data centers, has struggled to cope：https://techcrunch.com/2026/05/08/the-biggest-u-s-power-grid-is-under-strain-from-ai-and-no-one-is-happy/ with connection requests from both large generators and large loads. It paused applications for new sources to connect to the grid for four years, putting it in a precarious position as demand continued to grow.
Though PJM reopened the queue to new generating sources in April, the situation has grown so dire that one utility, American Electric Power, has threatened to pull out of the interconnection. The supply-demand imbalance has pushed electricity prices up 76%：https://techcrunch.com/2026/05/15/power-prices-are-up-76-on-americas-biggest-grid-and-a-watchdog-is-pointing-fingers/ over the past year.
Even with the congestion, data centers still want to connect to PJM — they represented 38% of charges：https://www.utilitydive.com/news/pjm-data-centers-capacity-auction-imm-bowring/825626/ in the grid manager’s most recent capacity auction.
Despite the U.S. claiming a majority of AI compute, data centers will continue to grow elsewhere. By 2033, if AI adoption continues along an aggressive trajectory, data centers will create 1,935 terawatt-hours of new electricity demand worldwide, nearly as much as India：https://ember-energy.org/data/electricity-data-explorer/?entity=India uses annually.
When you purchase through links in our articles, we may earn a small commission：https://techcrunch.com/techcrunch-affiliate-monetization-standards/. This doesn’t affect our editorial independence.
Tim De Chant is a senior climate reporter at TechCrunch. He has written for a wide range of publications, including Wired magazine, the Chicago Tribune, Ars Technica, The Wire China, and NOVA Next, where he was founding editor.
De Chant is also a lecturer in MIT’s Graduate Program in Science Writing, and he was awarded a Knight Science Journalism Fellowship at MIT in 2018, during which time he studied climate technologies and explored new business models for journalism. He received his PhD in environmental science, policy, and management from the University of California, Berkeley, and his BA degree in environmental studies, English, and biology from St. Olaf College.
You can contact or verify outreach from Tim by emailing tim.dechant@techcrunch.com：mailto:tim.dechant@techcrunch.com.
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