US Grid Constraints: Towards 40GW+ of Behind-the-Meter Datacenter by 2028?

A SemiAnalysis newsletter explores the growing strain on the US electrical grid from datacenter demand. The report projects that behind-the-meter datacenter capacity could exceed 40GW by 2028. Behind-the-meter setups allow datacenters to generate or store power independently of the grid. Rising AI and cloud computing workloads are accelerating electricity consumption nationwide. Grid interconnection queues are creating significant delays for new datacenter projects. The analysis suggests on-site power solutions may become essential to meet demand. Utility infrastructure upgrades are struggling to keep pace with the rapid growth. The findings highlight a critical bottleneck for the continued expansion of US datacenters.