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- US Utilities Tighten Grid Rules for AI Data Centers
US utilities and grid operators are demanding higher rates, longer contracts, collateral and steep engineering study fees from data-center developers to screen out speculative or duplicate grid requests. TechRadar, citing Wood Mackenzie and other reporting, says US developers have requested 1,066GW of connections and that utilities are expected to commit to about 28%. After Exelon introduced transmission security agreements, its high-probability data-center load fell from 18GW at the end of 2025 to about 11GW in the second quarter. The report does not establish how much of the requested capacity would serve AI workloads rather than other data-center uses.
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