Tag: Grid Capacity

Uranium spot prices mask a changing market as utility contracts thin after 2030 and future reactor demand meets a limited pool of deliverable supply.

FERC’s new large-load orders aim to speed data center grid access while improving cost allocation, reliability, transparency, and state coordination.

AI capital spending is reshaping U.S. markets as data centers, power demand, debt, and financialization increase the risks of an investment slowdown.

AI data center growth remains strong, but investors now face rising power costs, stricter state policies, grid constraints, and changing tax incentives.

China’s centralized computing hubs may help it stretch scarce chips, power, and industrial data while U.S. grid bottlenecks slow AI deployment.