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Vistra Earnings Offer Window Into Power Generation Ramp-Up for AI Data Centers
['Jamie Wilde', 'Guest Contributor To The Daily Upside']
The Daily Upside
Rival power provider Constellation Energy meanwhile boosted its forecast for the year yesterday after reporting $7.5 billion in second-quarter sales.
Data Centers’ Power DeficitUS power use is expected to keep notching record highs in 2026 and 2027, according to the Energy Information Administration.
Data centers could suck up a fifth of the US’s total electricity in 2035, up from about 6% today, BloombergNEF found.
In states with more data centers, including Texas, that share is expected to be higher.
BloombergNEF analysts expect the grid to come 19 gigawatts short of what data centers demand by 2035.