ERCOT, the largest U.S. power grid operator, announced plans to curtail electricity supply to large AI data centers during shortages to prevent blackouts.

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.