Interior of a modern data center with rows of server racks extending into the distance, illuminated by cool blue lighting and overlaid with digital network graphics, representing AI infrastructure and rising energy demand.

As data center industry grows, so do energy demands

AI Data Center
December 31, 2025•1 min read

According to reporting from IT Brew referencing McKinsey’s Global Energy Perspective 2025, data centers are becoming one of the fastest-growing drivers of electricity demand in the United States. Projections show data centers could account for more than 14 percent of total U.S. power demand by 2030, with North America far outpacing the rest of the world. Researchers point to grid connection constraints as the main bottleneck, which is forcing operators to explore alternatives like nuclear, natural gas, and off-grid generation to meet reliability requirements.

Here is what I see on the ground. The grid cannot keep up with AI. That is not a theory. It is a fact. Data centers are not waiting six to fifteen years for interconnection approvals, so on-site generation is no longer optional. This moment feels like a modern Wild West, where energy is the new land and whoever can secure reliable power wins. The future is hybrid. On-site generation paired with grid access creates the reliability AI demands and the speed capital requires. This shift is exactly why energy infrastructure is becoming one of the most important investment opportunities of this decade.

Attribution
According to reporting by IT Brew citing McKinsey’s Global Energy Perspective 2025, with commentary from Diego Hernandez Diaz of McKinsey and Mikey Lucas, founder of American Energy Fund.

Original Article Reference
Read the full article here:
https://www.itbrew.com/stories/2025/10/20/as-data-center-industry-grows-so-do-energy-demands

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At the American Energy Fund, our Mission is to capitalize and promote the transition to an economical sustainable future for humanity through impactful investments in American energy infrastructure and technologies. Inquire with Mikey Lucas or Bradford Behrins to learn how you can partner with us.

Mikey Lucas

At the American Energy Fund, our Mission is to capitalize and promote the transition to an economical sustainable future for humanity through impactful investments in American energy infrastructure and technologies. Inquire with Mikey Lucas or Bradford Behrins to learn how you can partner with us.

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