US Grid Constraints: Towards 40GW+ of Behind-the-Meter Datacenter by 2028?
The US power grid is struggling to keep pace with the massive energy demands of AI datacenters, leading to a surge in 'Behind-the-Meter' (BTM) power solutions. Analysts predict that BTM will power over half of new US datacenters by 2028 as companies seek to bypass grid constraints.
Why it matters
The energy requirements of AI infrastructure are creating a critical bottleneck that is forcing a shift in how large-scale power is generated and managed.
149 9 14 Share Today, the US grid is serving most datacenter load in the US, but we’re reaching a tipping point. As the insatiable demand for power of AI Labs and hyperscalers keeps accelerating, the grid simply can’t add capacity fast enough. That leaves Behind-The-Meter as the only way for the largest players to secure the power they need . Nearly a year ago, our Onsite Gas deep dive was the first to predict the fast rise of new entrants in the BTM gas equipment market. Since then, companies like Bloom Energy, Bergen Engines, W ärtsilä and many others have been remarkably successful. Overcoming GEV and Siemens turbine capacity constraints proved far easier than many had feared .
The article provides an industry analysis based on data models without taking a political stance.
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