Infrastructure Delays

$1.1 trillion in grid investment and AI data centers still face decade-long connection waits

Utilities plan $208B in grid spending in 2025 alone, yet data centers in Northern Virginia can wait 14 years for a grid connection.

Data centers drove half of US electricity demand growth as time-to-power becomes the defining constraint

Data centers now account for roughly 50% of US electricity demand growth, far outpacing the global rate, as power infrastructure timelines stall expansion plans