US Data Center Power Demand Outlook

The digital infrastructure boom has continued to gain pace in the last 12 months. More capital has been allocated to finance build out and energy systems are more constrained than ever. Join BNEF analysts for an overview of BNEF's latest US data center power demand outlook. The discussion will examine our updated power demand base case for data centers in the US and introduce an alternative scenario based on AI-accelerator shipment forecasts. The session will also examine recent trends in data center development include the rising tide of community opposition to data centers, the role of on-site gas in energizing data centers, and regional differences in buildout.