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ERCOT, the largest U.S. power grid operator, announced plans to curtail electricity supply to large AI data centers during shortages to prevent blackouts.
Grid operators weaponizing load shedding: AI data centers now treated as discretionary loads; structural constraint on hyperscaler capex expansion in power-constrained regions.
NewswireSlicast · July 28, 2026 at 16:32 UTC · US · Source: Reuters
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