AI-driven load growth is changing the utility planning equation


Posted: August 14, 2026


Key takeaways from the 2026 AVEVA Utility Executive Summit

Utility readiness is no longer defined by how well you can forecast the future—it’s defined by how confidently you can make near-term decisions under uncertainty. At the 2026 AVEVA Utility Executive Summit, executives and regulators described a demand environment shaped by AI-driven large-load growth, accelerating electrification, and rising expectations for reliability, resilience and affordability—all at once.

In this three-part series, we’ll explore the capabilities utility leaders consistently pointed to as essential for modern utility operations: planning confidence, end-to-end operational visibility, and trusted data. This first post focuses on planning confidence—the ability to evaluate multiple credible futures and translate them into investment and interconnection decisions at the speed the market now demands.

A new demand landscape

Utilities have always planned for growth, but today’s growth has new characteristics: it is larger, more time-sensitive, and often less certain. AI-driven data center development is creating substantial demand in many regions, while electrification of transportation, buildings, and industry continues to accelerate. These forces compress decision timelines and raise the stakes.

As one summit participant observed:

“Forecasting data centers is still a bit of an art more than a science.”

That comment captures a planning reality many utilities described: the challenge is no longer improving a single forecast. It is separating signal from noise and translating uncertainty into decisions—which projects are credible, when loads will connect, where constraints will emerge, and how investments should be sequenced.

Planning beyond a single forecast

One of the strongest themes from the summit was the growing importance of scenario-based planning. Rather than anchoring on a single demand curve, utilities are increasingly stress-testing plans across scenarios that reflect AI-driven demand, electrification, distributed energy resources, and policy and market shifts.

This shift reflects a broader industry reality: planning is becoming less about certainty and more about readiness. Leaders emphasized the need to quickly evaluate changing conditions, understand system-wide impacts, and adjust investment strategies as commitments evolve.

Framework: 3 questions leaders are asking about large-load growth now

  • How much of the load is firm (contracted/committed) vs. speculative (early-stage)?
  • Where will constraints bind first—substation capacity, feeders, transmission, protection, workforce or lead times?
  • Which investments are “no-regrets,” and which should be staged until commitments mature?

The role of operational intelligence

As planning complexity increases, so does the need for trusted, timely information. Summit participants repeatedly underscored that planning confidence is difficult to sustain when planning is disconnected from operational reality. The ability to align planning, engineering, operations, asset health, and customer/program data is becoming a prerequisite for faster, better investment decisions.

Digital technologies—analytics, AI, and digital twins—were discussed as enablers, but regardless what tools are used, the intent behind them remains consistent: reduce the distance between “what we planned” and “what is actually happening.” The goal is not about collecting more data; it’s about turning data into decision-grade intelligence.

Building a more adaptable utility planning process

The utilities best positioned for success may not be those with the single “most accurate” forecast. They will be the organizations that can evaluate change quickly, shorten decision cycles, and make staged decisions confidently as commitments evolve.

In the next post, we’ll look at the second pillar of utility readiness: end-to-end operational visibility—what it means in a more complex and dynamic grid, and why it’s increasingly a leadership and operating-model challenge, not just a technology challenge.

Continue the series: Read Reliability in a more dynamic energy system  to explore the second pillar of utility readiness—operational visibility.

Learn from industry leaders and experts shaping the future of power and utilities. Join us for AVEVA Day for Power & Utilities in Arlington, TX, USA September 16-17, 2026.


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