Concentrated buildouts of AI data centers in a single metropolitan corridor can create local 'grid chokepoints' where the regional transmission and generation mix cannot be scaled quickly enough, forcing operators to choose between rolling blackouts, emergency redispatch, or requiring data centers to provide their own firm power. These chokepoints turn what looks like a national compute boom into a geographically localized reliability crisis with immediate political and economic consequences.
— If unchecked, data‑center clustering will make urban permitting and energy planning a national security and social‑stability issue, forcing new rules on siting, mandatory on‑site firming, and coordinated regional grid investments.
msmash
2026.01.13
100% relevant
PJM’s warning that it may have to 'allocate blackouts' unless data centers bring their own power, Dominion’s 40 GW requests from developers in Northern Virginia, and stalled rulemaking in November linking tech, utilities and regulators.
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