Energy
Utilities Bet Billions on Data Centers as Analysts Warn of Bubble Risk
Major utilities are pouring billions into infrastructure for AI-driven data center demand, but analysts warn that a market correction could leave them stranded with unused capacity and collapsed tariff agreements.
Key Takeaways
- Utilities are pouring billions into grid upgrades for AI data centers
- Analysts warn that demand projections may be overblown, risking stranded assets
- Ratepayers could bear the cost if data center tariff agreements collapse
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DT Editorial AI··via utilitydive.com