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power-grid

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Grid Bottlenecks, Not Power Shortages, Threaten AI Data Center Growth

A new ICF report finds US electricity demand could jump 39% by 2035, but the sharper constraint is whether transmission networks can actually deliver that power to fast-growing data center hubs.

by Robbie·Jul 12, 2026·2 min read

AI Data Centers Force Utilities to Rewrite Decades-Old Playbook

Utility executives and grid reliability officials say hyperscale AI campuses are outpacing traditional planning for transmission, substations, and equipment, forcing faster and larger-scale infrastructure decisions across the power sector.

by Robbie·Jul 12, 2026·2 min read