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‘How do you know what’s real?’: US utilities are making AI data centers prove they exist before handing over power connections — as 50% of planned buildouts are currently being delayed, stalled, or canceled

‘How do you know what’s real?’: US utilities are making AI data centers prove they exist before handing over power connections — as 50% of planned buildouts are currently being delayed, stalled, or canceled

by | Oct 21, 2026 | Uncategorized

US data center developers have requested 1,066GW of grid connections, but Wood Mackenzie expects utilities to commit to only about 28% Utilities are demanding collateral, longer contracts, and study fees; Exelon’s high-probability load fell from a whopping 18GW...