The Grid Paradox: How the AI Boom, Transmission Mismatches, and Regulatory Hurdles Threaten U.S. Energy Infrastructure
Executive Overview The rapid, unprecedented expansion of artificial intelligence (AI) and hyperscale cloud computing has triggered an explosive surge in power demand, placing intense pressure on North American power grids. Data center developers are seeking gigawatts of electricity years before traditional transmission lines can be permitted, financed, and constructed. This structural mismatch between the lightning-fast…
