ERCOT and MISO Forecast Significant Data Center Demand Surge
Key Takeaways
- 1ERCOT predicts peak load rising to 367GW by 2032
- 2MISO anticipates data centers to contribute 25% of demand by 2040
- 3Increased data center reliance could raise dependency on foreign tech
The Electric Reliability Council of Texas (ERCOT) forecasts a dramatic increase in electricity demand, projecting growth from 98GW in 2026 to over 111GW by 2032, predominantly driven by non-crypto data centers. This surge is part of a wider demand projection that estimates peak requirements could reach 367GW by 2032, reflecting economic growth and advancements in technology. The Midcontinent Independent System Operator (MISO) also anticipates a peak load growth from 121GW in 2025 to 163GW in 2035, with data centers expecting to comprise a significant portion of this demand.
The implications of this increase in peak load are vast. ERCOT is taking steps to address the forecast by fast-tracking interconnection processes for data centers while balancing concerns over reliability assessments alongside Commission Staff consultations. The influx of data centers not only emphasizes the growing technological landscape but also highlights potential dependencies on foreign technology, as many components and infrastructure setups may require external resources. This shift towards heavier data center reliance in both Texas and the Midwest signals a crucial juncture for energy sourcing and national tech infrastructure.