Topic
Electricity demand, grid constraints, and how data centers get fed.
Data center electricity demand is set to double worldwide by 2030. In the US, the scramble for gigawatts is rewriting utility economics, reviving nuclear plants, and jamming interconnection queues.
PJM's capacity auctions have added billions of dollars to household electric bills, and regulators from Columbus to Austin are scrambling to decide who pays for the AI buildout. The honest answer to the question depends on where you live.
Facing years-long interconnection queues, AI campuses are building their own gas turbines, fuel cells, and (eventually) reactors. Roughly 82 GW of behind-the-meter capacity has been announced since 2025, and regulators are scrambling to decide who pays for the grid everyone still leans on.
