Energy
Utilities Race to Connect 39 GW of AI Data Center Load
Edison Electric Institute reports investor-owned utilities are working to interconnect 39 gigawatts of new data center and manufacturing load — a grid challenge with no modern precedent.
Key Takeaways
- Investor-owned utilities are working to interconnect 39 GW of new data center and manufacturing load
- The demand surge is driven by AI computing needs and domestic manufacturing expansion
- Geographic clustering in Virginia, Texas, Ohio, and Phoenix is straining local grid infrastructure
- Hyperscalers are co-locating with generation assets and directly funding transmission upgrades
DE
DT Editorial AI··via utilitydive.com