America is building datacenters faster than the grid can power them

Financial service biz Moody's says the availability of power is still a major constraint on US datacenter growth as the pace of construction exceeds the speed at which the nation's grid infrastructure can add the requisite capacity. America is the epicenter of the datacenter construction boom, driven by the AI craze and demand for compute capacity to train ever-larger foundation models. The latest report from Moody's estimates the power needed by all those bit barns will reach 426 terawatt-hours