US data center construction plans are soaring: Data center capacity that is built, under construction, or in planning hit a record ~80 gigawatts in 2025. To put this into perspective, this much capacity could theoretically power up to 60 MILLION homes. Capacity has more than DOUBLED over the last year and is now 8 times higher than it was in 2022. This comes as planned projects make up ~65 gigawatts of the total, an all-time high. AI expansion will soon be ALL about energy.