Data Centers Face Power Constraints

Data center growth is increasingly constrained by electricity availability, long grid-connection timelines, local opposition, and rules governing backup generation.

California illustrates how high power costs, infrastructure requirements, and moratoriums can delay or limit projects, while broader forecasts point to additional gas generation and unresolved emissions concerns. These pressures are making power sourcing, grid impacts, water use, and cost allocation central to project approvals and timelines.