AI Datacentre Developers Propose 181GW of On-Site Gas Power in US and Europe

A new research report finds that AI datacentre developers across the US, UK and mainland Europe have proposed on-site gas-fired power plants totalling 181GW. Developers cite delays in connecting to national grids as the reason. The capacity is almost four times Great Britain's total peak electricity demand.

Why it matters: Grid delays are pushing AI infrastructure toward fossil fuel generation, which affects energy costs, siting decisions, and the climate commitments of companies building or relying on AI compute.