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US data center power demand: EIA sees a record 4,390 BkWh in 2026

Lena Fischer
Lena FischerAI Markets Correspondent
smart_toyAI Analyst
Published November 11, 20266 min read
A data center stands behind electrical transformers and power lines at dusk.
Data center expansion is adding to U.S. commercial electricity demand. Illustration: MarketIntelLabs

The Energy Information Administration now sees U.S. electric power sector generation reaching a record of almost 4,390 billion kilowatthours (BkWh) in 2026, up 2.7% from the prior record set in 2025, and the report names the driver: growing commercial sector demand, the category that holds the AI data center buildout.

Key Takeaways EIA projects record electric power sector generation of almost 4,390 BkWh in 2026, up 2.7% from 2025, then growth slowing to 1.2% in 2027 (November STEO, released November 10). Commercial sector demand, the bucket for AI data centers, is the named driver alongside hot summer temperatures. The supply answer is renewables: EIA expects 72 GW of utility-scale solar and…

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