Datacenter Demand Drives Electricity Consumption Growth in the USA
In 2025, datacenters accounted for approximately 50% of the increase in electricity consumption in the USA, with investments in this sector set to surpass office construction for the first time. This shift highlights changing economic productivity dynamics.
Theia Market Signal Identification - AI Assisted
In 2025, global electricity demand rose by 3%, significantly outpacing the 1.3% growth in overall energy demand per IEA's Global Energy Review. In the USA, electricity consumption increased by 2%, driven largely by the construction sector, which made up 80% of the demand increase, with datacenters contributing about half of that growth.
Notably, a cold winter led to a nearly 10% rise in heating degree days, further influencing electricity usage. The IEA also identified solar energy as the largest contributor to global energy demand growth in 2025, indicating a shift towards renewable sources. This trend may pose risks in balancing energy supply and demand as reliance on datacenters intensifies.
Comments