# Energy and Utilities Data Center Market > Energy and Utilities Data Center Market: USD 18.32 billion in 2026, USD 38.42 billion by 2035, 8.77% CAGR from 2025, as oil majors add AI computing. Publisher: DC Market Insights Author: Amit Jain, DC Market Insights Published: 2026-10-29 Last updated: 2026-10-29 Next review: Apr 2027 Page: https://www.dcmarketinsights.com/report/energy-and-utilities-data-center-market ## Key takeaways - Eni and Petrobras Push Seismic Supercomputers Past 1,000 Petaflops - Aramco Builds AI and Supercomputing Capacity with stc and Groq - NERC CIP Deadlines Run to 2029 - GPU Capacity for Subsurface and Grid AI **Frequently Asked Questions** **What is the size of the Energy and Utilities Data Center Market in 2026?** USD 18.32 billion in 2026, up 10.45% from USD 16.58 billion in 2025, according to DC Market Insights estimates. The market is projected to reach USD 38.42 billion by 2035, a CAGR of 8.77% from 2025. **How fast is the energy and utilities data center market growing?** 8.77% a year from 2025 to 2035, after 6.56% a year from 2020 to 2025, as energy company IT load in use rises from 4,100 MW to 7,100 MW and GPU racks climb from 5% to 22% of it. **What is an energy and utilities data center?** USD 16.58 billion in 2025 was spent on data center capacity that utilities, oil and gas companies, power producers and energy traders own or lease for their own operations: grid control centers, meter data platforms, seismic supercomputers, trading and corporate IT. Data centers built for outside tenants are not counted. **How much computing do oil and gas companies use for seismic imaging?** 1,048 petaflops sustained across Eni's HPC6 and HPC7 alone in June 2026. Petrobras is buying five supercomputers for BRL 500 million, and Aramco plans a USD 372.5 million system with seven times its current upstream capacity by early 2027. **Which energy and utilities data center segment grows fastest?** AI and advanced analytics grows fastest at 20.94% a year to USD 9.99 billion by 2035; among facility types, colocation and cloud-hosted capacity leads at 13.42%, and renewable and independent power producers lead end users at 12.49%. **Which region leads the energy and utilities data center market?** North America, with USD 5.47 billion or 33.0% of 2025 value. Middle East and Africa grows fastest at 10.46% a year, and India is the fastest large country at 13.73%. **How do smart meters affect utility data centers?** 140.49 million advanced meters were installed in the United States in 2024, up from 118.72 million in 2022, according to the U.S. Energy Information Administration. Their interval data feeds billing, outage and forecasting platforms worth USD 2.16 billion in 2025. **Which rules shape utility data centers?** 11 modified NERC CIP standards approved by FERC Order No. 919 allow virtualization from 26 May 2026, and CIP-015-1 network monitoring takes effect on 1 October 2028. In Europe, NIS2 lists energy as a sector of high criticality. **How much does an energy company spend per MW of data center capacity?** USD 4.04 million per MW in use in 2025, DC Market Insights estimates. An energy AI rack costs USD 8.20 million per MW-year of servers against USD 2.70 million for conventional servers. **Why do energy and utilities data center market estimates differ?** USD 18.32 billion in 2026 counts only capacity energy companies use for their own operations. Estimates that add data centers utilities build for tenants, or power plants sold to data centers, come out several times larger. ## Dataset | Series | Value | Unit | | --- | --- | --- | | Market size 2025 | 16,580 | USD million | | Revenue CAGR | 8.77 | % | | Market size 2035 | 38,420 | USD million | ## Frequently asked questions ### What is the size of the Energy and Utilities Data Center Market in 2026? USD 18.32 billion in 2026, up 10.45% from USD 16.58 billion in 2025, according to DC Market Insights estimates. The market is projected to reach USD 38.42 billion by 2035, a CAGR of 8.77% from 2025. ### How fast is the energy and utilities data center market growing? 8.77% a year from 2025 to 2035, after 6.56% a year from 2020 to 2025, as energy company IT load in use rises from 4,100 MW to 7,100 MW and GPU racks climb from 5% to 22% of it. ### What is an energy and utilities data center? USD 16.58 billion in 2025 was spent on data center capacity that utilities, oil and gas companies, power producers and energy traders own or lease for their own operations: grid control centers, meter data platforms, seismic supercomputers, trading and corporate IT. Data centers built for outside tenants are not counted. ### How much computing do oil and gas companies use for seismic imaging? 1,048 petaflops sustained across Eni's HPC6 and HPC7 alone in June 2026. Petrobras is buying five supercomputers for BRL 500 million, and Aramco plans a USD 372.5 million system with seven times its current upstream capacity by early 2027. ### Which energy and utilities data center segment grows fastest? AI and advanced analytics grows fastest at 20.94% a year to USD 9.99 billion by 2035; among facility types, colocation and cloud-hosted capacity leads at 13.42%, and renewable and independent power producers lead end users at 12.49%. ### Which region leads the energy and utilities data center market? North America, with USD 5.47 billion or 33.0% of 2025 value. Middle East and Africa grows fastest at 10.46% a year, and India is the fastest large country at 13.73%. ### How do smart meters affect utility data centers? 140.49 million advanced meters were installed in the United States in 2024, up from 118.72 million in 2022, according to the U.S. Energy Information Administration. Their interval data feeds billing, outage and forecasting platforms worth USD 2.16 billion in 2025. ### Which rules shape utility data centers? 11 modified NERC CIP standards approved by FERC Order No. 919 allow virtualization from 26 May 2026, and CIP-015-1 network monitoring takes effect on 1 October 2028. In Europe, NIS2 lists energy as a sector of high criticality. ### How much does an energy company spend per MW of data center capacity? USD 4.04 million per MW in use in 2025, DC Market Insights estimates. An energy AI rack costs USD 8.20 million per MW-year of servers against USD 2.70 million for conventional servers. ### Why do energy and utilities data center market estimates differ? USD 18.32 billion in 2026 counts only capacity energy companies use for their own operations. Estimates that add data centers utilities build for tenants, or power plants sold to data centers, come out several times larger. ## How to cite Data Center Market Research & Consulting | DC Market Insights, "Energy and Utilities Data Center Market", updated 2026-10-29, https://www.dcmarketinsights.com/report/energy-and-utilities-data-center-market