According to the 2026 Data Center Power Report, power availability has become a defining boundary for data center growth. (Bloom Energy)
A widening gap exists between expectation and reality: Utilities estimate they’re ~2 years behind the delivery timelines that hyperscalers expect, driving nearly a third of developers to plan for fully onsite-powered campuses by 2030.
Texas is poised to become the nation’s leading market, projected to exceed 40 GW of capacity by 2028 (+142%), while legacy hubs like California, Oregon, and Northern Virginia are pacing to lose ground due to interconnection delays.
To manage this density, the industry is overhauling its electrical architecture: 60% of respondents plan to adopt high-voltage central busways and 45% expect to implement DC distribution by the end of 2028.