Can the US power grid keep up with data center demand?
Shownotes
Data center growth is accelerating, but access to electricity is becoming a critical constraint. This episode of Credit Currents examines how utilities, developers and policymakers are adapting to unprecedented power demand driven by AI and cloud computing.
Host: Patrick Ronk, Vice President, Moody’s Ratings
Guest: Ryan Wobbrock, Senior Vice President, Moody’s Ratings
Related Research:
- Data Centers – US: Power grid constraints, affordability-driven regulatory pushback create potential delays, 14 September 2026
- Regulated Electric and Gas Utilities – US: Risk mitigation key as utilities harness data center demand growth to expand rate base, 15 September 2026
- US data centers pivot to on-site power, 16 September 2026
- Oil & Gas – US: Data center boom offers gains for natural gas producers and midstream operators, 16 September 2026
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