Energy Analyst Warns U.S. Grid Cannot Support AI Data Center Demand

IndustryCommodity Impact 4
โดย 247wallst.com·Read original
Summary · why it matters

Energy analyst Jeremy Eliahou Ontiveros warned that the U.S. grid cannot support the pace of AI data center growth, forcing AI labs to build their own generation. He noted that Anthropic plans to expand from 1.5 gigawatts of capacity at the end of 2025 to over 10 gigawatts by 2027, equivalent to building a Google in two years. While host Shayle Kann projected roughly 35 gigawatts of annual new supply from gas, solar, and batteries, Eliahou Ontiveros called that insufficient against 50 gigawatts of annual data center demand. Constellation Energy reported a 63.9% year-over-year revenue jump to $11.12 billion in Q1 2026, and Vistra signed 20-year power purchase agreements with Meta and AWS totaling over 3,800 megawatts. Equipment suppliers like GE Vernova and Vertiv are seeing surging orders, with Vertiv's Q4 2025 organic orders up 252% year over year and backlog reaching $15 billion.

Impact on stocks 8

Artificial Intelligence▲ · 4 stocks
Vertiv Holdings Co
VRT
▲ PositiveDemandrelevance

Vertiv's Q4 2025 organic orders up 252% YoY, backlog $15B, driven by AI data center demand.

Energy Transition & Power Demand▲ · 4 stocks
Vistra Corp.
VST
▲ PositiveDemandrelevance

Vistra signed 20-year PPAs with Meta and AWS totaling over 3,800 MW.

GE Vernova LLC
GEV
▲ PositiveDemandrelevance

GE Vernova is seeing surging orders from data center buildout.

Theme Impact 8

Off-coverage companies 1

AnthropicPrivate▲ Positive
Demandrelevance

Anthropic plans massive capacity expansion from 1.5 GW to over 10 GW by 2027, indicating strong demand for its AI services.

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