How fast the grid grows, next to how fast AI power grows

source: EIA, Existing Nameplate and Net Summer Capacity by Energy Source, Producer Type and State 1990-2025 (existcapacity_annual.xlsx), US total, all sources; EIA Form EIA-860M Preliminary Monthly Electric Generator Inventory, September 2026 release: Planned and Operating sheets (net summer MW); Epoch AI, AI chip sales (cumulative_timelines.csv, Total TDP median), incomplete quarters dropped; Epoch AI data centres dataset for the US share; The dashed AI lines are my own extrapolation of measured rates, not anyone's forecast • drawn 2026-10-26 15:06 UTC