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Data Centers · Report

Substation capacity bottlenecks are killing data center deals before site evaluation, forcing developers to prioritize grid connectivity upfront.

Electrical infrastructure constraints are emerging as the primary siting bottleneck, rivaling land and water as a limiting factor.
Trade pressSlicast · July 16, 2026 at 14:35 UTC · US · Source: StreetInsider
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Substation capacity bottlenecks are killing… · Slicast