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AI Data Centers Face 44 GW US Power Shortfall by 2028: $2.6T Grid Capex and Nvidia’s $50–$60B per GW Estimate Signal Energy Crunch for BTC Miners

According to @KobeissiLetter, the United States will require 69 gigawatts of power for data centers between 2025 and 2028, with only 10 gigawatts covered by facilities under construction and 15 gigawatts available from existing utility grid capacity, leaving a 44 gigawatt shortfall equal to the output of 44 nuclear plants. According to @KobeissiLetter, Nvidia estimates data center capacity at 50 to 60 billion dollars per gigawatt, and at 60 billion dollars per gigawatt the incremental power generation and grid build to fill the gap would cost 2.6 trillion dollars, excluding an additional 2 trillion dollars to construct the data centers themselves. According to @KobeissiLetter, these figures underscore that the AI buildout needs more energy. According to the Cambridge Bitcoin Electricity Consumption Index, Bitcoin mining consumes significant electricity and power costs are a major driver of mining economics, making the power shortfall highlighted by @KobeissiLetter directly relevant to BTC miner capacity planning and operating costs.

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