Multiple major players warn that the North American power grid is “in emergency”: grid capacity turns negative by 2027, with blackouts becoming the norm and power bills set to rise?!

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A recent SemiAnalysis report says that the U.S. power grid’s remaining available capacity will turn negative as early as 2027—meaning AI data centers can no longer rely on the public grid for a stable power supply, and the industry is being forced to move from the “grid-connection power” era to the “self-supplied power” era. The additional power demand from U.S. data centers is expected to surge from 21GW in 2026 to 84GW by 2030, while the average annual increase in reliable capacity added to the grid over the same period is only about 15GW. The supply-demand gap continues to widen—NERC expects the average annual peak shortfall in the U.S. from 2027 to 2030 to be more than 20GW. Goldman Sachs projects that by 2027, U.S. data center power demand will be more than double that of 2025. This “power shortage” is driving a self-supplied power market worth tens of billions of dollars: in 2025, the global data center backup generator market is about $12.8 billion, and it is expected to exceed $21 billion by 2030.
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