Data centers will use 4× more electricity by 2035, and facilities built through 2033 could draw as much as India uses today.

New forecasting landed the same week OpenAI announced Project Camellia in Effingham County, Georgia with explicit responsible-energy commitments (OpenAI). The Camellia package includes something new: free community access to Codex, alongside the usual jobs and tax terms. Previous hyperscaler community benefit agreements traded in abatements and headcount, not product access. That's a read on how much local political friction is now blocking siting. For anyone running inference at scale, the binding constraint is shifting from chip supply to grid interconnect queues, and interconnect queues don't respond to money on the timescale chips do.