Nearly two years ago, we were the first to predict a looming power crunch. In our report AI Datacenter Energy Dilemma – Race for AI Datacenter Space, we forecasted AI Power Demand in the US to grow from ~3GW in 2023 to over 28GW by 2026 – a pressure that would overwhelm America’s supply chains. Our prediction proved very accurate. In Texas alone, tens of gigawatts of datacenter load requests pour in each month. Yet in the past 12 months, barely more than a gigawatt has been approved. The grid is sold out. However, AI infrastructure cannot wait for the grid’s multiyear transmission upgrades. An AI cloud can generate revenue of $10-12 billion dollars per gigawatt, annually. Getting a 400 MW datacenter online even six months earlier is worth billions. Economic need dwarfs problems like an overloaded electric grid. The industry is already searching for new solutions.

Full report : How AI labs are deploying on-site gas generators for power as the US electric grid struggles to keep pace with the growing demands of AI infrastructure.