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Deliverable Power, Not Chips, Is Slowing AI Data Center Buildouts

Grid connection delays plus long equipment lead times are pushing operators to rely on onsite generation and storage to bring projects online.

EIA Forecasts Solar to Outproduce Coal on Texas Grid in 2026

PJM Reopens Interconnection Queue as 811 Projects Seek 220 GW

Siemens Energy Posts Record Orders as AI Data Centers Fuel Profit Surge