Bank of America Warns of US Electricity Shortfall Through 2030

According to Bank of America analysts, the United States could face an electricity generation shortfall of up to 100 gigawatts between 2026 and 2030. This is driven by surging demand from data centers supporting AI development and a lag in utility capacity expansion.

By Jake Conley · Breaking Business News Reporter Wed, July 8, 2026 at 9:55 PM GMT+3 2 min read · Yahoo Finance ·

Bank of America Warns of US Electricity Shortfall Through 2030

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Topics: AI infrastructure data centers demand surge electricity utilities

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