AI Data Centers as Engines of Affordability and Capital Investment

AI data centers represent the most significant opportunity for grid economics in a generation.

‍

The key insight: Today’s electric grid operates at less than 40% utilization for much of the year. When AI data centers are interconnected strategically to leverage existing capacity, they don’t strain the system— they optimize it. By spreading fixed grid costs across substantially more kilowatt-hours, these AI facilities become catalysts for lower rates and accelerated infrastructure investment.