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Hot Topics · Data Center Load

Data Center Load

Utilities explicitly quantifying data center load growth.

9 mentions 6 companies

Across industries

Data Center Load is tracked across every company we cover. The mentions below are pulled verbatim from recent filings and earnings calls.

Recent mentions

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IRM·Data CentersApr 30, 2026

“We are seeing their usage ramp faster than we expected. Pricing remains strong with renewal pricing spreads of 12% and 14% on a cash and GAAP basis, respectively.”

Barry Hytinen prepared remarks

AMZN·Data CentersApr 29, 2026

“Growing 28% on a $150 billion annual run rate basis is not simple to do... AWS is now a $150 billion annualized revenue run rate business.”

Andrew Jassy opening remarks on AWS.

MSFT·Data CentersApr 29, 2026

“All up, we added another gigawatt of capacity this quarter and remain on track to double our overall footprint in just 2 years. | we expect to remain constrained at least through 2026.”

Infrastructure remarks and Q4 outlook

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See every company mention and the full by-industry breakdown for this topic — verbatim and source-cited.