IndustryMcKinsey|March 10, 2026
McKinsey lays out the economic opportunity and community tensions that state governments face as data center investment accelerates.
- Companies will invest nearly $7 trillion in data center infrastructure globally by 2030. Over 40% will go to the United States
- Data center water consumption in the US is projected to increase 170% by 2030
- Incremental power demand is adding tension to state decarbonization targets
- The North American Electric Reliability Corporation anticipates low reserve margins and potential supply shortfalls
- Community backlash is intensifying: noise, land use, visual impact, water, and electricity costs are all flashpoints
- States that proactively set clear frameworks will attract investment. States that react will get moratoriums







