National laboratory reportLawrence Berkeley National Laboratory
June 18, 2026
Estimates 192 TWh of U.S. data-center electricity use in 2024 and projects 649 TWh in the 2030 reference case, with a 521–843 TWh scenario range.
Establishes the scale of the demand challenge. It is a forecast, not committed load or a QEYS market-size estimate.
Read report (PDF) ↗Energy-market analysisInternational Energy Agency
Energy and AI · 2025
Explains the processors, networking, storage, cooling and power infrastructure behind data centers. Data centers can be built in two to three years, while energy infrastructure can require longer planning and construction.
Provides context for the timing mismatch between computing expansion and electricity infrastructure.
Read IEA analysis ↗University research reportDuke University · Nicholas Institute
February 2025
Models 98 GW of additional load within existing system peaks if 0.5% of the added load's potential annual energy is curtailed.
Supports investigating flexible grid demand. Local network limits, operating constraints, and utility agreements determine whether it works at a particular site.
Read report (PDF) ↗Regulatory fact sheetFederal Energy Regulatory Commission
December 18, 2025
Describes FERC's direction to PJM to establish transparent service rules for large loads co-located with generating facilities.
Existing-plant access remains subject to grid-service arrangements and site availability; co-location is not a universal bypass of interconnection obligations.
Read FERC fact sheet ↗