Strained electrical grids and long wait times to hook up to public utilities will push about 40% of all new data center capacity additions entirely off the main grid through 2030, according to energy research firm Enverus.

The report by Enverus Intelligence Research (EIR) projects hyperscalers will spend about $5 trillion through 2030 to add 62 gigawatts of off-grid, natural gas-fired power serving data centers clustered primarily in parts of Texas, Pennsylvania, and Ohio.