BloombergNEF: data centres will need 194 GW by 2035 — an 83% upward revision
BloombergNEF revised its data centre electricity demand forecast to 194 gigawatts by 2035, an 83% increase from prior estimates, with pressure concentrated on PJM and ERCOT regional grids. Solar PPA prices fell nearly 5% in Q2 2026 over the same period, illustrating how the clean energy buildout is tracking separately from the demand surge.