US delays power grid expansion for AI, experts warn

ft.com12 min read

Industry experts warn that the slow expansion of the United States power grid could stifle the surging artificial intelligence boom and hand a strategic advantage to China, which builds power infrastructure much faster. The US transmission network suffers from aging infrastructure, overlapping regulatory authorities, and frequent litigation that delay critical projects for a decade or more. Without significant grid upgrades or increased demand flexibility, data center growth threatens to strain the system, raise electricity costs, and potentially trigger blackouts. Open article →