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US electric utilities are fielding massive requests for new power capacity as Big Tech scours the country for viable locations for new data centers to keep up with the compute demands of AI.
A Reuters survey of 13 major U.S. electric utility earnings transcripts found nearly half have received inquiries from data center companies for volumes of power that would exceed their peak demand or existing generation capacity – that’s everything they supply to homes and businesses – a metric that reflects the sheer size of oncoming data center needs.
Now,…
