Technology & Energy

More than 70% of U.S. grid interconnection requests are ultimately withdrawn due to capacity constraints, threatening a $5.2 trillion AI infrastructure buildout. Goldman Sachs projects global data center power demand will surge 165% by 2030. From Singapore to Frankfurt, grid bottlenecks are emerging as the binding constraint on AI expansion worldwide.

Nevada data centers are projected to consume 35% of the state's electricity by 2030, according to a 2026 study. The finding reflects a worldwide trend: AI infrastructure is now a systemic constraint on power grids from Ireland to Singapore. Capital is accelerating into gas, renewables, and nuclear generation tied directly to data center demand.