70% Grid Rejection Rate Puts $5.2T AI Data Center Capex Buildout at Risk Through 2030
More than 70% of US grid interconnection requests are withdrawn due to capacity constraints, threatening a $5.2 trillion AI data center investment cycle. Goldman Sachs projects global data center power demand to surge 165% by 2030 — against a grid built for 1-2% annual growth. Hyperscalers face a widening gap between announced capex and deployable capacity.
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