David Mytton 10/14/2025

AI’s power problem: the slow grid

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This article analyzes the growing disconnect between the rapid demand for power from AI data centers and the slow pace of grid infrastructure upgrades. It details how transmission congestion, like in the UK and US, leads to curtailment costs and forces companies to use temporary on-site generation, creating a major constraint for tech growth beyond just electricity consumption.

AI’s power problem: the slow grid

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