The basic shape of the problem is that US AI power demand has run from roughly 3 GW in 2023 to a path of about 28 GW by …
SemiAnalysis Twitter · SemiAnalysis (@SemiAnalysis_) · 2026-05-23
SemiAnalysis reports US AI power demand has grown roughly 10x from 3 GW in 2023 to a projected 28 GW by end of 2026, overwhelming grid interconnect queues in PJM and MISO that were never designed for such growth.
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Extraction
Topics: ai-power-demandgrid-infrastructuredata-center-energyus-energy-policy
Claims
- US AI power demand has grown from approximately 3 GW in 2023 to a projected 28 GW by end of 2026.
- The US electrical grid cannot keep pace with the step-function growth in AI power demand.
- Interconnect queues in PJM and parts of MISO were not designed to absorb demand growth of this magnitude.
Key quotes
US AI power demand has run from roughly 3 GW in 2023 to a path of about 28 GW by the end of 2026, and the grid simply cant keep up with that kind of step function — interconnect queues in PJM and parts of MISO were never designed to absorb [this].