Quick ReadAI data centers are set to consume 20% of U.S. electricity by 2035, up from 5.9% today, threatening a structural energy crisis beyond oil. That would represent more than a threefold increase in electricity demand over the next decade. Unlike gasoline demand, which tends to fluctuate with economic activity, AI data centers require around-the-clock power. A dual energy crisis is colliding as AI demand threatens to devour 20% of the grid. Across several regions, utilities have requested rate increases specifically tied to rising infrastructure costs and growing power demand from large data center projects.