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Utilities Race to Connect 39 GW of AI Data Center Load
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
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DT Editorial Team··5 min read·via utilitydive.com