{"slug": "ai-server-power-surge-why-grid-delivery-bottlenecks-will-constraint-us-data-from", "title": "AI Server Power Surge: Why Grid Delivery Bottlenecks Will Constraint US Data Centers from 2028", "summary": "TrendForce estimates global data center electricity demand will reach 161GW by 2026, a 31% annual increase driven primarily by AI servers, with AI servers' share of that demand rising from 25% in 2025 to 33.4% in 2026 and potentially exceeding 40% by 2027. The research firm says the surge, combined with slow grid growth, will create a significant power supply deficit, and that grid delivery delays will become a major constraint from 2028, particularly in the US, even as behind-the-meter generation by data center operators mitigates some of the shortfall.", "body_md": "AI Server Power Surge: Why Grid Delivery Bottlenecks Will Constraint US Data Centers from 2028\n\nTrendForce estimates global data center electricity demand will reach 161GW by 2026, a 31% annual increase, driven primarily by AI servers.\n\nAsiaAI Publisher\n·\nSeptember 16, 2026 ·\n2 min read · Source: 科技新報 TechNews · Issue #98\n\nEast Asian Technology Intelligence\n\nJapan & China tech news — translated, contextualized, and delivered for Western readers.\n\nFree. Unsubscribe anytime.\n\nThis story ran in Issue #98, alongside three other stories.\n\nEnterprise & Cloud\n\n📊 Featured Chart\n\nSource: TrendForce. 2026-2030 projections.\n\nTrendForce estimates global data center electricity demand will reach 161GW by 2026, a 31% annual increase, driven primarily by AI servers. The proportion of AI servers in total data center electricity demand is expected to rise from 25% in 2025 to 33.4% in 2026, potentially exceeding 40% by 2027.\n\nThis surge in demand, coupled with slow grid growth, will create a significant power supply deficit. While ‘behind-the-meter’ generation by data center operators can mitigate some of this, grid delivery delays will become a major constraint from 2028, particularly in the US.", "url": "https://wpnews.pro/news/ai-server-power-surge-why-grid-delivery-bottlenecks-will-constraint-us-data-from", "canonical_source": "https://asiaai.fyi/ai-server-power-surge-us-grid-bottlenecks/", "published_at": "2026-09-16 09:00:00+00:00", "updated_at": "2026-09-16 14:11:53.243183+00:00", "lang": "en", "topics": ["ai-infrastructure", "ai-chips"], "entities": ["TrendForce", "TechNews", "AsiaAI Publisher"], "alternates": {"html": "https://wpnews.pro/news/ai-server-power-surge-why-grid-delivery-bottlenecks-will-constraint-us-data-from", "markdown": "https://wpnews.pro/news/ai-server-power-surge-why-grid-delivery-bottlenecks-will-constraint-us-data-from.md", "text": "https://wpnews.pro/news/ai-server-power-surge-why-grid-delivery-bottlenecks-will-constraint-us-data-from.txt", "jsonld": "https://wpnews.pro/news/ai-server-power-surge-why-grid-delivery-bottlenecks-will-constraint-us-data-from.jsonld"}}