The AI Power Crisis: Why America's Grid Can't Keep Up
AI data centers are driving a new race for reliable electricity. This analysis examines America's power grid bottlenecks, transformer shortages, and the growing competition between Big Tech and heavy industry for energy.
From Virginia's data center hubs and PJM interconnection queues to nuclear power and grid infrastructure, we explore the physical constraints behind the artificial intelligence boom. Why can companies build computing capacity faster than the electrical systems needed to support it?
Microsoft, Amazon, and Google feature in a broader story about electricity demand, energy…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.