AIThe Registerabout 2 hours ago
US grid underbuilding riskier than AI bubble overbuild
4 min read
McKinsey & Company says underbuilding US power capacity is the greater near-term risk versus an AI bubble deflating. Datacenters will drive about 75 percent of projected US power demand growth over the next decade, leaving a 30 to 55 GW capacity gap by 2030.
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