US Datacenters Are Being Built Faster Than the Grid Can Power Them

Moody's says US datacenters will require 426 TWh by 2030, nearly double the 2025 level. New generation needs about $110 billion, while grid connection timelines stretch to seven years.

• US datacenter consumption to reach 426 TWh by 2030
• New generation to cost $110 billion and add $25-30 billion per year
• Grid connection delays reach seven years due to permits
• US grid investment to reach $80-115 billion by 2030, volume may triple