U.S. Data Center Growth in 2025
In 2025, U.S. data centers saw explosive expansion fueled by AI and hyperscale demand. Grid power demand rose ~22% to ~61.8 GW (up 11.3 GW from 2024). Electricity use built on 2024’s ~183 TWh (>4% national total), with vacancy hitting record lows (~1.6–2.8%) and inventory surging in markets like Atlanta (+969 MW in H1). Under-construction capacity reached historic highs amid power constraints in core hubs.
Source: CBRE, S&P Global, DOE reports (as of Jan 2026)
While no final NTIA report has been released as of January 2026, the RFC and listening session have influenced adjacent policy discussions. For example, a July 2025 White House AI Action Plan referenced streamlined permitting for data centers as part of national AI priorities. Additionally, a January 2025 Executive Order (EO 14141) and subsequent efforts, like the Department of the Air Force’s proposals for AI data centers on military bases, tie into the themes of secure and resilient infrastructure growth. A GAO report from April 2025 also cited the NTIA RFC in discussions of generative AI’s environmental effects, noting potential technical innovations to mitigate issues.
The National Telecommunications and Information Administration requests comments on the challenges surrounding data center growth, resilience and security in the United States amidst a surge of computing power demand due to the development of critical and emerging technologies. This request focuses on identifying opportunities for the U.S. government to improve data centers’ market development, supply chain resilience, and data security. NTIA will rely on these comments, along with other public engagements on this topic, to draft and issue a public report capturing economic and security policy considerations and policy recommendations for fostering safe, secure, and sustainable data center growth.
Written comments must be received on or before November 4, 2024.
We track leading practice discovery and promulgation of this technology nearly every week. See our CALENDAR for sessions we coordinate with the IEEE Education & Healthcare Facilities Committee.
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…and so on. We will likely submit recommendations to NTIA on this topic; with drafts open during any of our daily colloquia.
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