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US Grid Constraints: Towards 40GW+ of Behind-The-Meter Datacenter by 2028?

US data center power demand is projected to exceed available grid capacity by 2027. This capacity crunch is pushing developers toward behind-the-meter onsite power solutions. Some forecasts suggest this trend could involve over 40GW of capacity by 2028.

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What changed

New projections indicate US grid headroom will turn negative by 2027.

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  1. US Grid Constraints Drive Shift Toward Behind-The-Meter Data Centers

    US data center power demand is projected to exceed available grid capacity by 2027. This capacity crunch is pushing developers toward behind-the-meter onsite power solutions. Some forecasts suggest this trend could involve over 40GW of capacity by 2028.

    What's confirmed:

    • US data center power demand is forecast to exceed available grid capacity by 2027.
    • Utilities are facing electricity demand at a scale and speed the grid was not designed to handle.

    Still unconfirmed:

    • Over 40GW of behind-the-meter data center capacity could be in place by 2028.
    confidence 80%