A new Rewiring America report argues that household upgrades could offset all projected US data center load growth through 2029. (Rewiring America)
The challenge: AI data centers are expected to add 93 GW of demand, driving US peak load up 128 GW in five years—a sharp break from decades of flat growth and a key driver of rising electricity prices.
Their fix: If hyperscalers covered half the cost of heat pumps and 30% of rooftop solar + storage, households could free up 100+ GW of grid capacity—equivalent to building a fleet of new gas plants, but faster and cleaner.
The impact: In Texas, heat pump upgrades alone could meet nearly a quarter of projected data center load growth. In Pennsylvania, combined upgrades could offset nearly 150% of the state’s projected data center load.
