The AI boom is not a bubble but a nationwide industrial buildout, driving unprecedented electricity demand, reshaping grid planning, accelerating infrastructure construction, and triggering a global race to secure power, compute, and long-term economic advantage.
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The Year the Grid Met AI: 2025 and the Collision Between Exponential Compute and Linear Infrastructure
Generative AI didn’t just increase electricity demand—it shattered planning assumptions. In 2025, utilities faced fast, concentrated load, broken forecasts, and new reliability risks, forcing a shift from passive supply to active stewardship of compute-driven infrastructure.
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
