Utilities fast-track new gas infrastructure to meet projected AI-driven electricity demand, but the gap between forecasts and actual load growth remains wide. As You Sow examines how speculative projections risk locking in fossil fuel capacity, raising consumer rates and stalling grid decarbonization. Maps a framework connecting investors, technology companies and utilities to clean energy procurement practices.
Compute and Consequence: AI Energy Demand in a Rapidly Evolving Grid Landscape — As You Sow
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As You Sow
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September 11, 2025
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