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US EV fast charging has entered ‘Charging 2.0’ – here’s what that means

Walmart ABB US EV charging

The US public fast-charging network continued to grow in the second quarter of 2026, but a new report suggests the industry is shifting gears. The focus is no longer just on installing as many chargers as possible – it’s increasingly about reliability, customer experience, and building a profitable business.

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ChargePoint data shows a new EV bottleneck forming

ChargePoint EV

ChargePoint enabled more than 100 million EV charging sessions over the past year, and it says demand is now growing faster than new chargers are being installed. Using its network data and 2025 EV sales figures, the company argues infrastructure isn’t keeping pace with the expanding fleet of EVs already on the road.

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