States must ensure AI-driven data center growth strengthens—not strains—the grid. Fair pricing, consumer protection, and community reciprocity can align private innovation with public equity, turning energy demand into shared resilience.
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What’s Holding Utilities Back from Scaling the Grid for AI?
AI demand moves in months while grid infrastructure moves in years, creating a strategic mismatch. Unless utilities evolve from building capacity to orchestrating flexible demand, the grid becomes the bottleneck of the AI economy
The Great Shift in AI Infrastructure: From Hyperscale Training to Edge-Based Real-Time Action
