The Definitive Guide toAI Data Centers
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Wood Mackenzie: US data-center power requests of 1,066 GW (~83% of US utility-scale generating capacity) versus the ~28% share utilities and grid operators are likely to commit — ~768 GW of phantom load

1,066 GW requested / ~28% committedestimate

Value kindestimate — Interpret this value according to its displayed kind, scope, source, and as-of date.
ScopeAnalyst conversion forecast of utility commitment, not energized MW; request populations include duplicate applications to several utilities. Verify against the utility’s own queue and the dated Wood Mackenzie report before underwriting a conversion share.
As of2026-08-12
SourceWood Mackenzie analysis (Caitlin Connelly) reported by Bloomberg, 2026-08-12; underlying report not public · Bloomberg: 1,066 GW requested; about 28% expected to be committed; 83% of US utility-scale generating capacity
Reviewchecking…review by 2026-12-18 · standard cadence
Recorded changeslast 2026-09-16 · 2 revisions tracked
Claim idwoodmac-us-dc-load-requests-vs-commitment

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