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'Phantom' AI data center projects obscure power demand forecasting; grid operators unsure which proposed capacity will materialize.
Regulatory uncertainty on capex timelines creates demand-signal noise; infrastructure investment decisions become reactive rather than proactive.
Trade pressSlicast · August 13, 2026 · US · Source: Google News
importance 70'Phantom' AI data center projects obscure power demand forecasting; grid operators unsure which proposed capacity will materialize.
Regulatory uncertainty on capex timelines creates demand-signal noise; infrastructure investment decisions become reactive rather than proactive.