AI Demand Reshapes U.S. Energy Infrastructure

By 2026, U.S. AI-driven data center development is growing roughly 25% annually, forcing energy systems to keep pace and creating massive infrastructure demand. The analysis details that modern AI facilities consume five to ten times legacy power, requiring hundreds of megawatts per site and prompting investment in gas plants, small modular reactors, transmission upgrades, and battery storage. Investors face stranded-capital risks, making disciplined underwriting essential.