ITIF：2025 AI能耗激增：美国数据中心破局之道研究报告（英文版）（36页）.pdf

1、 itif.org The United States Needs Data Centers,and Data Centers Need Energy,but That Is Not Necessarily a Problem ROBIN GASTER|NOVEMBER 2025 Electricity demand is growing rapidly and starting to strain the grid.Instead of slowing the growth of data centers,the United States should deploy new technol

2、ogies and strategies to efficiently increase grid capacity while accelerating new generation and transmission.KEY TAKEAWAYS Demand for electricity is rising fast,and that will likely continue.Data centers appear to be significant drivers,which has prompted calls to slow their growth or even prevent

3、them from connecting to the grid altogether.The United States should instead squeeze more power from the existing grid without negatively impacting customers,while also building new capacity.New technology can increase supply from existing transmission lines and generators.That can bridge the transi

4、tion to an expanded physical grid.On the demand side,there is spare capacity,but not at peak times.Large users such as data centers can be encouraged to shift demand to off-peak periods,without damaging their customers.Grids do some of that already,but much more is needed.Up to 40 percent of data ce

5、nters needs are not highly time sensitive,so they can be partners in managing peak demand by proactively shifting some of their use to different times and even different geographies.Regulators should change incentives for utilities,enact planning reforms,launch new demonstrations and pilots projects

6、,and improve data collection and metrics.And Congress should exclude no-build supply-side alternatives from NEPA rules.INFORMATION TECHNOLOGY&INNOVATION FOUNDATION|NOVEMBER 2025 PAGE 2 CONTENTS Key Takeaways.1 Introduction.3 Peak Demand and the Electricity Grid.4 Demand Growth.7 Meeting Demand.8 Dem