Baird Research: Distributors Expect Growth in 2026
In the exclusive tED magazine/Baird research for the 2025’s third-quarter, NAED distributors point to indications of “healthy mid-single digit” growth for next year. 18 distributor companies representing more than $7 billion in annual sales responded to the third quarter survey, which showed revenue growth in the third quarter and a rise in pricing trends. Respondents say they expect to see a 5.4% growth rate in electrical next year, along with a 4.5% growth rate in Datacomm. Those forecasts are generally in line with the broader distribution industry, which anticipates a 4.7% growth rate next year. Baird Research: Distributors Expect Growth In 2026


The rapid advancement of artificial intelligence (AI)—particularly the training of large-scale “frontier models”—is driving renewed growth in electricity demand. This report analyzes the technical drivers of AI power consumption, projects future demand trajectories for individual training sites and broader AI needs, and highlights energy sector implications. Their analysis found not only that the power demands of AI have increased steadily, but also that they will keep increasing. While training large, advanced AI models currently requires between 100 and 150 megawatts each, they are projected to require more than four gigawatts apiece by 2030.This Product is publicly available at Electric Power Research Institute (EPRI):