AI Is Reshaping America Through Power Grids, Data Centres and New Boomtowns

ING argues that the AI boom is no longer just a technology story. It is becoming a major force reshaping energy systems, infrastructure networks and regional economic development across the United States.

• Power availability has become a primary constraint for data-centre expansion, leading operators to develop more than 55 gigawatts of planned behind-the-meter generation capacity while awaiting grid connections that can take years to secure.
• New data-centre clusters are emerging outside traditional hubs as power, land and interconnection constraints intensify, driving investment into regions such as West Texas and Ohio alongside large-scale fibre and infrastructure buildouts.
• ING expects battery storage, flexible power systems and deeper integration between data centres and electricity networks to become increasingly important as AI workloads place unprecedented strain on existing grids.

Read the full article for ING’s analysis of behind-the-meter power, emerging data-centre hubs and the infrastructure transformation being driven by artificial intelligence.