Data center power set to double by 2030 as grid queues top 2,500 GW
ingliguori · x · 2026-10-21
AI growth is turning into an energy strategy problem. Data-center power demand is on track to double by 2030, while interconnection queues have exceeded 2,500 GW, leaving demand rising faster than efficiency gains.
The author notes that power solutions are now part of the AI roadmap itself: SMR offtake agreements, stable long-term power contracts, and AI-accelerated fusion tools are emerging as the industry's response to the widening gap.
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