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Power grid uncertainty leaving AI data center projects in limbo; 80%+ of new Texas large loads will lack matching generation by 2030.

Structural grid bottleneck drives capex reallocation toward regulated-utility corridors, long-term PPAs, and on-site power (nuclear, fuel cells).
Trade pressSlicast · August 12, 2026 at 18:22 UTC · US · Source: The Real Deal
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Power grid uncertainty leaving AI data center… · Slicast