BloombergNEF published its latest US data center capacity forecast, packed with insights about developers, timelines, regional market dynamics and on-site power considerations. Here are our key takeaways.

The US energy landscape is changing quickly. Demand for artificial intelligence is driving up power demand while electric vehicle (EV) adoption slows down and enters a more complex phase. Together, these trends are reshaping how utilities, policymakers, financiers and automakers respond to emerging challenges in the energy sector.

The US energy landscape is changing quickly. Demand for artificial intelligence is driving up power demand while electric vehicle (EV) adoption slows down and enters a more complex phase. Together, these trends are reshaping how utilities, policymakers, financiers and automakers respond to emerging challenges in the energy sector.

The Electric Vehicle Outlook is our annual long-term publication looking at how electrification, shared mobility, autonomous driving and other factors will impact road transport in the coming decades.

BloombergNEF’s (BNEF) annual Electric Vehicle Outlook (EVO) expects over a quarter (27%) of cars sold globally in 2026 to be electric – up from 9% five years ago – and over half (52%) of all passenger vehicles to be electric by 2035.