Macro· ★★· neutral·

EIA: US Power Demand to Hit Record Highs in 2026–2027 on AI and Crypto Data Centers

  • —US power consumption seen at 4.195 trillion kWh in 2025 and 4.356 trillion kWh in 2027
  • —Growth partly driven by AI and crypto data center demand
  • —Renewables' share of generation to rise to 27% by 2027
  • —Coal's share to fall to 15%
Why it matters: Rising data center power demand affects mining costs and energy availability for the crypto industry.
Source: Bloomingbit
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