Amid explosive demand, America is running out of power
AI and the boom in clean-tech manufacturing are pushing America’s power grid to the brink. Utilities can’t keep up.
By Evan Halper
March 7, 2024 at 6:05 a.m. EST
Vast swaths of the United States are at risk of running short of power as electricity-hungry data centers and clean-technology factories proliferate around the country, leaving utilities and regulators grasping for credible plans to expand the nation’s creaking power grid.
In Georgia, demand for industrial power is surging to record highs, with the projection of new electricity use for the next decade now 17 times what it was only recently. Arizona Public Service, the largest utility in that state, is also struggling to keep up, projecting it will be out of transmission capacity before the end of the decade absent major upgrades.
Northern Virginia needs the equivalent of several large nuclear power plants to serve all the new data centers planned and under construction. Texas, where electricity shortages are already routine on hot summer days, faces the same dilemma.
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A major factor behind the skyrocketing demand is the rapid innovation in artificial intelligence, which is driving the construction of large warehouses of computing infrastructure that require exponentially more power than traditional data centers. AI is also part of a huge scale-up of cloud computing. Tech firms like Amazon, Apple, Google, Meta and Microsoft are scouring the nation for sites for new data centers, and many lesser-known firms are also on the hunt.
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By Evan Halper
Evan Halper is a business reporter for The Washington Post, covering the energy transition. His work focuses on the tensions between energy demands and decarbonizing the economy. He came to The Post from the Los Angeles Times, where he spent two decades, most recently covering domestic policy and presidential politics from its Washington bureau. Twitter
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