The U.S. needs about 5,000 miles of high-voltage transmission per year to keep pace with electricity demand. In 2024, just 888 miles were completed, according to an analysis by Grid Strategies. That gap is widening even as data center developers race to bring tens of gigawatts of new load online. The result is a structural mismatch between the speed at which demand arrives and the speed at which the grid can absorb it. Global electricity demand from data centers grew by 17% in 2025, according to the International Energy Agency, with AI-focused data center electricity consumption growing even faster, surging 50%. In the U.S., data centers now account for about half of the country’s incremental demand growth, according to the IEA’s global energy assessment. AI data centers have U.S. power grid struggling to keep up