ClimateTechRadarabout 1 hour ago
US Utilities Delay 50% of AI Data Centers
5 min read
US utilities are delaying, stalling, or canceling 50% of planned AI data center buildouts due to phantom demand. Developers requested 1,066GW of grid connections, but Wood Mackenzie expects utilities to commit to only about 28%. Exelon's high-probability load fell from 18GW to 11GW after requiring transmission security agreements.
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