Schneider Electric Outlines Pathways for a Modern, Resilient Grid to Power America's AI-Driven Future
Schneider Electric reveals groundbreaking research on AI's impact on U.S. power demand at BNEF 2025 Summit. The company's new reports highlight that AI could drive up to 50% of U.S. electricity demand growth by 2030, with data center capacity projected to increase by 43-92 GW.
Key findings show critical infrastructure challenges, with 44% of data centers facing utility wait times exceeding 4 years. The company has facilitated over $1.7 billion in clean energy tax credit transfers since late 2023. Without proper grid modernization, AI power demand could reach 500 TWh by 2030, potentially triggering system-wide inefficiencies.
The research warns of possible energy crises across seven regional operators, including MISO, PJM, and ERCOT, by 2028. Industry professionals identify grid constraints as the primary barrier to data center projects, with 60% considering on-site power generation as a solution. The Mountain West region currently offers the fastest time to power for new projects.
Schneider Electric presenta una ricerca innovativa sull'impatto dell'IA sulla domanda di energia negli Stati Uniti al BNEF 2025 Summit. I nuovi rapporti dell'azienda evidenziano che l'IA potrebbe contribuire fino al 50% della crescita della domanda elettrica negli USA entro il 2030, con una capacità dei data center prevista in aumento tra 43 e 92 GW.
I risultati chiave evidenziano sfide critiche per le infrastrutture, con il 44% dei data center che affronta tempi di attesa per l'allacciamento alla rete superiori a 4 anni. L'azienda ha facilitato trasferimenti di crediti fiscali per energie pulite per oltre 1,7 miliardi di dollari dalla fine del 2023. Senza un'adeguata modernizzazione della rete, la domanda di energia da parte dell'IA potrebbe raggiungere i 500 TWh entro il 2030, rischiando di causare inefficienze a livello di sistema.
La ricerca avverte di potenziali crisi energetiche in sette operatori regionali, tra cui MISO, PJM ed ERCOT, entro il 2028. I professionisti del settore individuano le limitazioni della rete come il principale ostacolo per i progetti dei data center, con il 60% che considera la generazione di energia in loco come soluzione. Attualmente, la regione Mountain West offre i tempi più rapidi per l'attivazione di nuovi progetti.
Schneider Electric presenta una investigación innovadora sobre el impacto de la IA en la demanda de energía en EE.UU. en la Cumbre BNEF 2025. Los nuevos informes de la empresa destacan que la IA podría impulsar hasta el 50% del crecimiento de la demanda eléctrica en EE.UU. para 2030, con una capacidad de centros de datos proyectada entre 43 y 92 GW.
Los hallazgos clave muestran desafíos críticos en infraestructuras, con un 44% de los centros de datos enfrentando tiempos de espera para el suministro eléctrico superiores a 4 años. La compañía ha facilitado transferencias de créditos fiscales para energía limpia por más de 1.7 mil millones de dólares desde finales de 2023. Sin una modernización adecuada de la red, la demanda energética de la IA podría alcanzar los 500 TWh para 2030, lo que podría provocar ineficiencias en todo el sistema.
La investigación advierte sobre posibles crisis energéticas en siete operadores regionales, incluyendo MISO, PJM y ERCOT, para 2028. Los profesionales del sector identifican las limitaciones de la red como la principal barrera para proyectos de centros de datos, con un 60% considerando la generación de energía in situ como solución. La región de Mountain West ofrece actualmente el tiempo más rápido para energizar nuevos proyectos.
슈나이더 일렉트릭이 BNEF 2025 서밋에서 미국 전력 수요에 미치는 AI의 영향에 관한 획기적인 연구를 발표했습니다. 회사의 새로운 보고서에 따르면 AI는 2030년까지 미국 전기 수요 성장의 최대 50%를 견인할 수 있으며, 데이터 센터 용량은 43~92GW 증가할 것으로 예상됩니다.
주요 발견 사항은 인프라 문제를 강조하며, 데이터 센터의 44%가 4년 이상의 전력 공급 대기 시간을 겪고 있습니다. 이 회사는 2023년 말부터 17억 달러 이상의 청정 에너지 세액 공제 이전을 지원해왔습니다. 적절한 그리드 현대화 없이는 AI 전력 수요가 2030년까지 500TWh에 이를 수 있어 시스템 전반에 비효율을 초래할 수 있습니다.
연구는 2028년까지 MISO, PJM, ERCOT 등 7개 지역 운영자에서 에너지 위기가 발생할 가능성을 경고합니다. 업계 전문가들은 그리드 제약을 데이터 센터 프로젝트의 주요 장애물로 보고 있으며, 60%는 현장 발전을 해결책으로 고려하고 있습니다. 현재 마운틴 웨스트 지역이 신규 프로젝트 전력 공급에 가장 빠른 시간을 제공하고 있습니다.
Schneider Electric dévoile une recherche révolutionnaire sur l'impact de l'IA sur la demande d'électricité aux États-Unis lors du sommet BNEF 2025. Les nouveaux rapports de l'entreprise soulignent que l'IA pourrait représenter jusqu'à 50 % de la croissance de la demande électrique américaine d'ici 2030, avec une capacité des centres de données prévue entre 43 et 92 GW.
Les principales conclusions révèlent des défis critiques pour les infrastructures, 44 % des centres de données faisant face à des délais d'attente pour le raccordement au réseau dépassant 4 ans. L'entreprise a facilité plus de 1,7 milliard de dollars de transferts de crédits d'impôt pour les énergies propres depuis fin 2023. Sans une modernisation adéquate du réseau, la demande énergétique due à l'IA pourrait atteindre 500 TWh d'ici 2030, risquant de provoquer des inefficacités systémiques.
La recherche met en garde contre de potentielles crises énergétiques chez sept opérateurs régionaux, dont MISO, PJM et ERCOT, d'ici 2028. Les professionnels du secteur identifient les contraintes du réseau comme le principal obstacle aux projets de centres de données, 60 % envisageant la production d'énergie sur site comme solution. La région Mountain West offre actuellement les délais les plus rapides pour la mise sous tension de nouveaux projets.
Schneider Electric präsentiert auf dem BNEF 2025 Gipfel bahnbrechende Forschungsergebnisse zum Einfluss von KI auf die Stromnachfrage in den USA. Die neuen Berichte des Unternehmens heben hervor, dass KI bis 2030 bis zu 50 % des Wachstums der US-Stromnachfrage antreiben könnte, wobei die Kapazität der Rechenzentren voraussichtlich um 43 bis 92 GW steigen wird.
Wesentliche Erkenntnisse zeigen kritische Infrastrukturprobleme, da 44 % der Rechenzentren mit Wartezeiten von über 4 Jahren bei Versorgungsunternehmen konfrontiert sind. Das Unternehmen hat seit Ende 2023 Übertragungen von sauberen Energie-Steuergutschriften im Wert von über 1,7 Milliarden US-Dollar ermöglicht. Ohne eine angemessene Modernisierung des Stromnetzes könnte die KI-Stromnachfrage bis 2030 500 TWh erreichen und systemweite Ineffizienzen auslösen.
Die Forschung warnt vor möglichen Energiekrisen bei sieben regionalen Betreibern, darunter MISO, PJM und ERCOT, bis 2028. Branchenexperten identifizieren Netzengpässe als das Haupthindernis für Rechenzentrumsprojekte, wobei 60 % On-Site-Stromerzeugung als Lösung betrachten. Die Mountain-West-Region bietet derzeit die schnellste Anschlusszeit für neue Projekte.
- Facilitated over $1.7B in clean energy tax credit transfer transactions since late 2023
- Strong market positioning in AI-driven energy infrastructure development
- Leading position in digital transformation of energy management
- Strategic expansion into data center power solutions market
- Diversified revenue streams across energy management and automation
- Grid constraints causing significant project delays with 44% reporting utility wait times over 4 years
- Infrastructure limitations potentially constraining business growth in data center segment
- Risk of system-wide inefficiencies if AI power demand reaches 500 TWh by 2030
- Potential exposure to reserve shortfalls in seven regional operators by 2028
- Supply chain bottlenecks affecting infrastructure development
- Schneider Electric leaders to share actionable strategies to strengthen
U.S. grid reliability, resiliency, and efficiency at BNEF 2025
New Report: Powering Sustainable AI in
As the industry gathers at BNEF to tackle the most pressing energy and sustainability challenges, Schneider Electric's Sustainability Research Institute is contributing new research to inform the conversation. The new report, Powering Sustainable AI in
- AI will drive up to
50% ofU.S. electricity demand growth by 2030: Rapid adoption of AI technologies is creating a surge in electricity demand, outpacing other electrification drivers like transport and heating. - Data center expansion is on a collision course with infrastructure limitations: Projected increases of 43–92 GW in data center capacity by 2030 face major hurdles from outdated grid interconnection processes, permitting delays, and supply chain bottlenecks.
- Infrastructure deficits could impede AI development: The "Limits to Growth" scenario warns that without grid modernization, energy scarcity will constrain innovation and global competitiveness, especially if mitigation efforts focus only on power efficiency.
- Unchecked demand growth risks triggering system-wide inefficiencies: In an "Abundance Without Boundaries" scenario, AI power demand could reach 500 TWh by 2030, which would overwhelm grid capacity, drive up consumer costs and encourage oversized, inefficient infrastructure.
- An unmanaged surge could result in a national or regional energy crisis: Without significant investment in flexibility, distributed energy, and behind-the-meter solutions, power demand could exceed 173 GW by 2030, placing critical pressure on the grid and exposing seven regional operators, including MISO, PJM, and ERCOT, to reserve shortfalls by 2028.
"The rapid and widespread adoption of AI coupled with the soaring demand for electricity are fundamentally reshaping America's energy landscape", said Aamir Paul, Schneider Electric's President of North America Operations. "With concerted efforts and strategic investments, we can ensure that AI's growth is supported by a robust, efficient, and resilient energy infrastructure, paving the way for greater sustainability."
The New Reality of Data Center Power
These findings from Schneider Electric Sustainability Research Institute align with new data from AlphaStruxure, Schneider Electric, and Data Center Frontier based on a survey of nearly 150 senior industry professionals on how the
- It's taking longer and longer to secure more grid capacity:
44% of respondents indicate their average quoted utility wait times are longer than 4 years - The grid is the top concern for new data center projects: #1 barrier slowing down data center projects is grid constraints, with
92% seeing it as the most significant obstacle - The industry is turning to new regions to get the power it needs: #1 region for "Plan B" power availability if the first choice couldn't provide timely power is the Midwest
- Industry insiders see one region as having the fastest time to power: #1 region for fastest time to power in recent years is the Mountain West
- As the data centers chase electrons, the industry is increasingly thinking outside the grid: 6 in 10 reported they would deploy on-site power generation systems if they ran into concerns about power availability — the top-ranked option
"I've been in the power industry over 30 years, and I have never seen a moment like this," said Juan Macias, CEO of AlphaStruxure. "The findings from this first-of-its-kind survey show the breadth and depth of the energy demand crisis, confirming what we've heard anecdotally from our conversations with customers. Wait times are stretching to seven years, even a decade in some cases. This survey also shows how the industry is innovating in the face of grid constraints, including on-site power generation."
To download the Powering Sustainable AI In
A Defining Moment for
The BNEF Summit brings together ideas, insights and connections to build successful strategies, leverage technological advancements and shape a more competitive future. Schneider Electric will have a robust presence at BNEF 2025, focused on highlighting opportunities across the energy transition landscape, including:
- Aamir Paul, President of North America Operations at Schneider Electric, will speak at 9:40 a.m. EDT on April 29 on the panel "
U.S. Energy Transition Strategies: The Next Phase," exploring key risks and opportunities for developers and investors shaping the next chapter of the energy transition. - Erin Decker, Senior Director, Renewable Energy and Carbon Advisory at Schneider Electric, will be speaking in a Partner Spotlight at 11:50 a.m. EDT on April 30.
- Erin Decker will also be accompanied by Isabel Harrison, Senior Sustainability consultant at Schneider Electric, as a speaker during the themed lunch session, "Evolving to Address Challenges in Supply Chain Decarbonization," at 12:30 p.m. EST on April 30. This roundtable with private investors, development banks, and policymakers will unpack the key financial and regulatory barriers holding back clean energy investment and explore investment and policy mechanisms, and partnerships needed to unlock capital at scale in emerging markets.
In addition to Aamir Paul, Isabel Harrison, and Erin Decker, Schneider Electric executives from across the company will be available to discuss the company's latest efforts to strengthen grid reliability and enable a more energy efficient future in the
- Aparna Prabhakar, Chief Strategy and Sustainability Officer, Energy Management
- Vincent Petit, SVP, Climate and Energy Transition Research
- Ruben Llanes, Chief Executive Officer, Digital Grid
- Bill Brewer, Head of Sustainability Business,
Americas - Juan Macias, Chief Executive Officer, AlphaStruxure
To schedule an interview with Schneider Electric executives during BNEF, please contact Luis Davila at luis.davila@se.com.
About Schneider Electric
Schneider's purpose is to create Impact by empowering all to make the most of our energy and resources, bridging progress and sustainability for all. At Schneider, we call this Life Is On.
Our mission is to be the trusted partner in Sustainability and Efficiency.
We are a global industrial technology leader bringing world-leading expertise in electrification, automation and digitalization to smart industries, resilient infrastructure, future-proof data centers, intelligent buildings, and intuitive homes. Anchored by our deep domain expertise, we provide integrated end-to-end lifecycle AI enabled Industrial IoT solutions with connected products, automation, software and services, delivering digital twins to enable profitable growth for our customers.
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