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The AI Data Center Boom Faces a New Reality Check

“A fraction of proposed data centers will get built. Utilities are wising up.” That was the headline on a May 2025 Utility Dive article that explored the conundrum speculative data center requests…

  • Over $170 billion in AI data center capacity stalled or blocked since 2024
  • Goldman Sachs forecasts U.S. data center power demand to double by 2027
  • Texas pauses new data center interconnections pending grid audit

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