The AI data center boom could soon face some serious headwinds, and the problem isn’t a shortage of Nvidia GPUs, but America’s fragile power grid.
A combination of disastrous green policies and soaring data center power demand has already sparked a power bill crisis across the Mid-Atlantic states, while a nationwide grid-tightening crisis unfolds. This has triggered a growing wave of discontent among residents in Maryland and New Jersey, who are angered by Democrats’ prioritization of green policies that have retired stable fossil fuel power generation in favor of unreliable solar and wind, resulting in power bill inflation like never seen before.
Making matters worse, AI data centers are counting on an upgraded grid to handle new base loads of power. This massive, multi-layered supply chain needed to upgrade the grid spans raw materials, transmission lines, circuit breakers, cables, control systems, and power generation systems.
Hellbound and Down 