Hardware
US Grid Constraints: Towards 40GW+ of Behind-The-Meter Datacenter by 2028?
This analysis examines the growing power demands of behind-the-meter datacenters in the US, projecting capacity could exceed 40GW by 2028, and discusses how grid constraints and infrastructure limitat
This analysis examines the growing power demands of behind-the-meter datacenters in the US, projecting capacity could exceed 40GW by 2028, and discusses how grid constraints and infrastructure limitations may impact this expansion. The report likely explores the technical, regulatory, and economic factors driving datacenter power consumption, particularly related to AI and computing workloads, while assessing the feasibility of meeting these energy requirements without grid upgrades.
Source: SemiAnalysis | 2026-06-25