Data Center Energy Demand & U.S. Power Infrastructure 2025

As hyperscale data centers multiply to meet the demands of AI, cloud services, and digital infrastructure, the U.S. power grid is under pressure like never before.

In this episode, Shaheen Chohan (VP of Global Analytics) is joined by Britt Burt (SVP of Power Research) and Shane Mullins (VP of Energy Products & Markets) to explore how data center growth is impacting project spending across power and natural gas.

From skyrocketing rack power requirements to fuel mix shifts and permitting constraints, the discussion dives into how utilities, developers, and OEMs are racing to meet demand. You’ll hear insight into:

• How electric demand from AI and cloud infrastructure is reshaping the energy landscape
• The role of natural gas, modular nuclear, and behind-the-meter generation
• Why grid interconnect delays and labor shortages are slowing progress
• Which U.S. regions are seeing the fastest data center and power buildouts
• What to watch as tariffs, costs, and regulatory hurdles evolve

Whether you're tracking investment opportunities or planning your next move in energy or tech infrastructure, this episode offers timely, data-driven insight into one of the most disruptive forces shaping today’s market.