At the CERAWeek Energy Conference, the CEO of Duke Energy noted that as a series of new data centers come online, the power consumption of the US data center industry will reach a critical turning point in 2027 and 2028.

The head of this energy giant emphasized that large-scale data center projects currently being planned are gradually entering the peak construction phase, and it is expected that a scaled-up demand for electricity will emerge within the next three years. He specifically mentioned that the explosive growth of digital technologies, such as artificial intelligence and cloud computing, is the core driving force behind the surge in power demand. It is worth noting that whether the expansion speed of power infrastructure can match the growth pace of data centers will become a key variable influencing the development of the industry. Experts believe that during 2027-2028, factors such as the grid's carrying capacity and the efficiency of renewable energy integration will face severe challenges.As the wave of digital transformation continues, data centers—as the core carriers of the digital economy—are reshaping the energy supply landscape. Industry observers predict that this energy revolution, triggered by computing power demand, may usher the U.S. power sector into a new round of investment cycles.