The Grid Queue Is Full of Projects Nobody Has Decided to Build

Before the AI buildout, a large utility might see a handful of requests a year from customers looking to connect unusually large loads. By 2024, AEP Ohio had told regulators it had more than 50 data centers in its queue, representing over 30,000 megawatts of additional demand. American Electric Power said in May that it had 63 GW of contracted new load through 2030, backed by customer agreements, with another 190 GW of active projects in its interconnection queue. But those two numbers tell…

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