By 2028, US Data Centers Could Have the Servers but Not the Power to Run Them
· Source: insights.trendforce.com
In short
TrendForce analysis shows global data center power demand capacity reaching 161.0GW in 2026 and 490.7GW by 2030, driven largely by AI servers whose share of demand exceeds 40% in 2027. Supply and demand begin diverging in 2026 and widen sharply after 2028, with the US facing a gap of over 170GW by 2030 as grid interconnection delays and tightening state regulations slow delivery.
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In the issue of week 39, 2026: AI Moves Into Supply Chain Operations as Evidence, Data and Trust Shape Adoption
Tags: data centers, power grid, AI servers, supply chain, forecasting, interconnection