At Yotta, not a word on slowing down the AI infrastructure build-out

This is industry news about how AI data centers get their power, and it has little to do with home energy upgrades. The short version: the companies building massive data centers for AI are increasingly turning to natural gas, not solar, wind, or batteries, to meet their huge and urgent power needs. Despite talk of a slowdown, forecasts for data center electricity demand have actually gone up. Goldman Sachs raised its 2026 forecast to 64 gigawatts of new U.S. data center capacity, and McKinsey expects about 17 gigawatts added each year through 2030.

Data centers want power that is available around the clock and fast to build, and gas can deliver that in ways solar and wind farms often cannot, partly because renewables need huge amounts of land and battery storage to match gas's reliability. Federal permitting delays for wind and solar projects are adding to the shift toward gas. Meanwhile, batteries for storing power are seen as the technology that could eventually make renewables more competitive for this kind of heavy, constant demand.

Away from data centers, the broader shift toward clean power is still moving forward. Utilities across the country still plan to meet most of their new electricity needs through 2035 with solar, wind, and storage rather than gas. None of this changes available rebates or incentives for home energy upgrades, but it is a sign that demand for electricity, and competition for power generation, is rising quickly as AI infrastructure expands.