US Grid Constraints: Towards 40GW+ of Behind-the-Meter Datacenter by 2028?
40GW+. US AI datacenters are going off-grid by 2028 — and it's not optional.
Why it matters
US power grid constraints are forcing AI infrastructure builders toward behind-the-meter solutions (on-site generation, storage, renewables). This represents a structural shift in how companies will need to architect compute capacity and could reshape capex allocation, regional competitiveness, and energy infrastructure planning.
The key facts
5 to knowProjection: 40GW+ of behind-the-meter datacenter capacity by 2028
Driver: US grid constraints limiting traditional utility-scale datacenter expansion
Implication: Companies must invest in on-site power generation, battery storage, and renewable integration
Impact on capex: Behind-the-meter builds increase infrastructure cost per watt vs. grid-connected facilities
Regional play: States with energy surplus or favorable renewable access gain competitive advantage
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