Demand for critical electrical equipment supply is soaring as U.S. utilities plan billions of dollars of investments in transmission and distribution to meet rising power consumption after two decades of zero growth. U.S. power utilities have announced billions of dollars in capital plans for the next few years and are getting a lot of requests from commercial users, most notably Big Tech, for new power capacity in many areas next to planned data centers.
Annual investment in transmission and distribution infrastructure by U.S. investor-owned utilities…Data Centers Surge, but U.S. Grid Chokes on Hardware Bottlenecks
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