U.S. utilities anticipate AI-driven data centers will account for half of electricity demand growth through 2030, reversing two decades of flat load. Regulatory uncertainty from the Trump administration — canceling transmission loan guarantees while promoting data center construction — complicates the buildout. In Virginia, Dominion Energy locks data centers into 14-year purchase commitments to protect against rapid efficiency gains.
‘Unlike Anything We’ve Seen’: The Energy Industry is Counting on the AI Boom – POLITICO
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Debra Kahn
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POLITICO
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