“The amount of U.S. capacity somewhere in the development pipeline doubled in the first half of 2026, per Global Energy Monitor’s analysis.
A whopping 189 gigawatts is planned for on-site data centers through the first half of 2026, roughly doubling (!) the pipeline at year-end 2025.
Driving the news: Overall, the U.S.pipeline has soared to 378 gigawatts, per the nonprofit that closely tracks projects internationally.
More concretely, projects under construction climbed 76% in the first half of 2026 to 52 GW, around twice what China is currently building…
Historically, around 30% of proposed U.S. gas-fired projects reach commercial operation, per Michael Thomas, founder of the market intelligence platform Cleanview.
Applying that 30% to the 378 GW U.S. pipeline over a decade would mean about 11 GW annually, slightly above the 2005-2024 average, he said.”
From Axios.
