Overview
- Microsoft’s Satya Nadella warned that without nearby power, new AI chips could sit idle.
- Dominion Energy reports about 47 gigawatts of pending data-center load in Virginia, underscoring the scale and speed of requests.
- Data centers can be built in roughly two years, but high-voltage lines often take five to ten years, creating a timing gap.
- U.S. utilities are delaying coal retirements and adding natural-gas generation, including a 10-gigawatt generator request in Georgia.
- Tech firms pursue small modular reactors, solar and battery projects, and even orbital concepts as analysts flag a potential 45-gigawatt U.S. shortfall by 2028, though some experts say growth projections may be exaggerated.