Episode Details

The AI Power Crunch: Behind the Meter Gas Turbines, the Grid Bottleneck, and the Race to Power AI

Artificial intelligence has hit a wall no one is talking about, and it is not chips, it is electricity. Chris and Laura dig into the AI power crunch: grid connection queues stretching up to fourteen years, roughly thirty to fifty percent of planned data center projects delayed or cancelled, and hyperscalers now building their own "behind the meter" gas turbines fast enough to sidestep the utility wait. They weigh the freshly announced one point seven five billion dollar National Grid investment in Joulent, a two hundred billion dollar utility merger wave, the fight over whether private gas plants skirt state clean energy laws, and the parallel nuclear buildout from Three Mile Island to small modular reactors.

Hosted by Chris and Laura.

The DX Today Podcast brings you daily deep dives into the most consequential stories in the AI ecosystem.

#AI #DataCenters #Energy #NuclearPower #GridInfrastructure