0
GW
Current US Data Center Capacity
0
GW
New Capacity Required by 2028
0
GW Gap
Power Shortfall (40% of Demand)
0
Facilities
Exceeding 1GW by 2026
$0
Billion+
Hyperscaler CapEx Planned
0
TWh
Global DC Demand by 2030 (IEA)

The Five Giants: First Gigawatt Facilities (2026)

Five US data centers -- each from a different company -- are set to become the first globally to exceed 1GW peak power, according to Epoch AI.

Power Capacity Comparison

Horizontal bar chart comparing facility and project capacities across the AI data center landscape.

Timeline: The Megawatt-to-Gigawatt Era

From traditional 50-100MW data centers to gigawatt-scale AI training clusters -- a paradigm shift in just a few years.

The Infrastructure Bottleneck

The US power grid was built for a different era. Structural chokepoints are slowing AI scaling.

Resource Consumption

Power and water: the twin constraints shaping AI data center deployment and sustainability.

The Geopolitical Dimension

AI infrastructure is now a matter of national competitiveness. The US-China compute race is really an energy race.

United States

0
GW added in 2024
12% of global growth. OpenAI asks for 100GW/year to stay competitive.

China

0
GW added in 2024
More than one-third of the entire US grid. Over half of all global electricity growth.

Key Strategic Insights

The Stargate Project

A $500 billion, 10GW joint venture between OpenAI, SoftBank, Oracle, and MGX -- described as "the largest AI infrastructure project in history."