Sector Deep Dives

Industry-level monitoring notes grouped by sector.

Energy1 notes

Data Centres, Energy Demand and Vistra

Ruhaan Bajaj · Oct 4, 2026

According to research published by Goldman Sachs US data centre power demand is forecast to more than double to 66 GW in 2027 from 31 GW in 2025, driven by an accelerating buildout of AI infrastructure and to increase to more than 90 GW by the end of 2027. Most of the data centre capacity additions are forecasted to be in Texas followed by Virginia and Ohio.

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For informational purposes only. Not investment advice.