Major cloud infrastructure providers are encountering severe electrical grid capacity bottlenecks, threatening scheduled data center expansions required for high-density computing workloads. Regional utilities in key technology hubs are quoting interconnection wait times exceeding five years.
Energy Infrastructure
To bypass grid congestion, tech conglomerates are directly contracting with nuclear plant operators and investing in behind-the-meter microgrid technologies. The energy bottleneck has elevated power availability to the single most critical site-selection metric for modern facility deployment.