Global AI Buildout Faces Power Wall: 70% of U.S. Grid Requests Fail as $5.2T Race Hits Physical Limits
More than 70% of U.S. grid interconnection requests are ultimately withdrawn due to capacity constraints, threatening a $5.2 trillion AI infrastructure buildout.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.
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