U.S. demand for electricity is expected to hit an all-time high both this year and next, driven by the data center buildout of Big Tech. This is the latest in a series of record-demand projections by the Energy Information Administration. There is one problem, though. That problem is the grid. Electricity consumption in the United States has already had two record-breaking years: 2024 and 2025. The trend is seen extending and possibly accelerating because of the IT industry and its artificial intelligence race, hitting 4,268 billion kWh this year…

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