NYSE:CEG 10 February 2026

AI Data Center Power Crisis Deepens After Google Warns U.S. Grid Can’t Keep Up

AI Data Center Power Crisis Deepens After Google Warns U.S. Grid Can’t Keep Up

Google sounded the alarm Monday over what it sees as lagging U.S. electricity development, flagging power as an obstacle on par with semiconductors for the next generation of AI data centers. “We are concerned that we are not full throttle on energy,” said Alphabet and Google President Ruth Porat, speaking at CERAWeek in Houston. The squeeze is real now: big cloud players are scaling up computing muscle much faster than utilities can put up new grids and substations. U.S. Energy Information Administration data shows power demand has climbed 1.7% annually since 2020, after a long stretch of barely any change, thanks mostly to sprawling computing hubs. Looking ahead, the agency sees load picking up 1.9% in 2026, then 2.5% in
March 23, 2026