[DEVELOPING] Power, not chips, is now AI's binding constraint: US datacenter demand seen 41 GW in 2026, 66 GW by 2027
Goldman Sachs Research projects US datacenter power demand rising from 31 GW (2025) to 41 GW (2026) to 66 GW (2027) — ~8.5% of peak summer load by 2027 — while Gartner sees global datacenter electricity up 26% in 2026 to 565 TWh. At least ~75 US projects (~$130B) have been postponed or cancelled for lack of available power, pushing operators toward on-site gas and nuclear and toward owning generation outright. Watch: this is the demand spine under the grid-buildout names (GE Vernova, Quanta) and the compute-financing megadeals (Nvidia-backed SB Energy/SoftBank 10 GW Ohio buildout); megawatts, not GPUs, increasingly set the delivery calendar.