Latest / Tech Unfiltered with Dr. Mike
AI's 700-Gigawatt Power Queue: The ‘Ghost Demand' Problem
Across parts of the Midwest, Mid-Atlantic, and South, large-load connection requests—mostly associated with data centers—now exceed 700 gigawatts, according to a September 1 Reuters analysis. That is more than ten times estimated current U.S. data-center power use. It is also a queue, not a forecast: some entries are duplicates, early inquiries, or projects without financing or a committed customer. Dr. Mike explains why these requests still matter before a server turns on. Utilities may need years to build generation, substations, transmission, and water systems around proposed demand. Texas…
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