AI data centers are consuming increasing amounts of electricity in the United States, accounting for 4.4% of national demand in 2023, with projections suggesting a rise to 12% by 2030. A recent summit highlighted infrastructure challenges in meeting these growing needs, with connection delays potentially reaching seven years. Texas is currently debating a potential moratorium on data center construction, with markets pricing a 5.5% probability of such a measure by the end of 2026. This situation could influence regulatory and legislative decisions in the state.
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