Can the US power grid keep up with data center demand?
Notas do episódio
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
© 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.