EPRI：2026年AI驱动下的电力重构：美国数据中心能源需求新图景白皮书

Data centers, industrial onshoring, and transport electrification are driving renewed regional load growth. In the United States and other nations, clusters of new, large loads are testing utilities’ ability to keep pace and are spurring technical and business innovation. • Artificial Intelligence (AI) plays a growing, but uncertain role in data center load. AI workloads are estimated to account for 15–25% of data center electricity today and that share is rising rapidly even as non-