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The U.S. electric grid is entering a period of structural stress not seen in decades. Three forces— data centers, population growth, and nearshore manufacturing —are converging at once, driving load growth that far outpaces historical planning assumptions. The result is a fundamental shift in how utilities plan, build, and operate the grid—and how large technology companies think about power as a strategic input. This isn’t a short-term demand spike. It’s a long-duration tran

When people think about the electric grid, they often picture power plants or substations. But the real backbone of the system is the transmission network —the high-voltage lines that move electricity hundreds of miles from where it’s generated to where it’s needed. For decades, U.S. transmission infrastructure changed slowly. Today, that’s no longer an option. Explosive load growth from data centers, electrification, and manufacturing is forcing a modernization of technologi

For more than a century, infrastructure has been delivered as a series of bespoke projects—each one custom-designed, custom-permitted, and custom-built. That approach made sense when demand was episodic and timelines were flexible. It no longer does. Today’s infrastructure—data centers, transmission lines, substations, energy plants, logistics hubs— are being deployed at unprecedented speed and scale. To keep up, the industry is undergoing a quiet but profound shift: infrastr