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From data centers to AI factories: What utilities need to know about the next wave of load growth

The next generation of data centers is changing more than how much electricity utilities must supply. It is also changing the speed, concentration and uncertainty of load growth.

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The emerging generation of data centers is reshaping utility load patterns by increasing not only the volume of electricity required but also the speed, concentration, and unpredictability of demand growth. This heightened demand is occurring alongside existing transmission constraints, long interconnection timelines, and intensified competition for limited grid capacity. Utilities must therefore adapt to a more rapid and uncertain load landscape while navigating infrastructure bottlenecks.

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