Data center electricity outlook and pricing

ADI built a bottom‑up view of U.S. data center electricity demand driven by AI workloads, using rack density, GPU power consumption, utilization assumptions, and load growth scenarios. These demand estimates were stress‑tested through interviews with utilities, hyperscalers, and power developers to assess grid constraints and timing mismatches. The work linked physical load growth to regional power pricing outcomes over the next decade.

The client

Integrated energy company

The situation

Rapid AI growth created uncertainty around load growth, grid constraints, and power pricing.

ADI’s contributions

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Proprietary demand modeling

Modeled load growth using bottom‑up GPU and rack‑density assumptions.

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Primary market interviews

Interviewed utilities, data center operators, and OEMs.

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Supply constraint analysis

Assessed transmission and grid bottlenecks by region.

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Pricing outlook

Developed electricity price trajectories across scenarios.

Key outcomes

  • Established demand and price scenarios to support gas‑to‑power and infrastructure strategy.
Client Results
Working with ADI has been great for getting real customer feedback and targeting the specific information we are looking for.
Jeff Dysard CTO & EVP, NuMat Technologies

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