Data centers are driving US power demand to hard-to-reach heights | Big Tech wants massive amounts of energy to fuel their AI ambitions. That could strain utilities, ratepayers, and efforts to decarbonize the grid.

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1. What’s likely is that data centers, together with their own dedicated gas generation, will be built to be off-grid. This prevents regional grids from being overwhelmed. But it will be a climate change accelerator. Given more time, data centers will get their own nuclear power plants. But all will be off-grid. Expect that the Permian Basin with its glut of natural gas will be a prime location.

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