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America’s Power Grid Can’t Keep Up with AI Demand by Ambia Staley

The U.S. needs about 5,000 miles of high-voltage transmission per year to keep pace with electricity demand. In 2024, just 888 miles were completed, according to an analysis by Grid Strategies. That gap is widening even as data center developers race to bring tens of gigawatts of new load online. The result is a structural mismatch between the speed at which demand arrives and the speed at which the grid can absorb it. Global electricity demand from data centers grew by 17% in 2025, according to the International Energy Agency, with AI-focused data center electricity consumption growing even faster, surging 50%. In the U.S., data centers now account for about half of the country’s incremental demand growth, according to the IEA’s global energy assessment. AI data centers have U.S. power grid struggling to keep up

Utilities Plan to Spend $1.4 Trillion Over Next Five Years to Power AI Boom by Jennifer Hiller

U.S. utilities are planning a historic investment spree to patch up an aging power grid and meet rising electricity demand for the artificial-intelligence boom. Capital spending plans for 51 investor-owned utilities have reached an estimated $1.4 trillion for the next five years, according to a new report from PowerLines, a consumer education group. That is up more than 20% from a year ago, when the companies planned to spend about $1.1 trillion over a five-year period. The record levels of capital investments are being driven by fresh demand on an aging electricity system that already needed upgrades. Unlike any prior customer, new AI data centers can consume the same amount of electricity as an entire city, with high demand around the clock. Beyond AI, many utilities are trying to keep up with growth in manufacturing, electric vehicles and residential markets, too. Utilities Plan to Spend $1.4 Trillion Over Next Five Years to Power AI Boom – WSJ

Hitachi to Invest $1 Billion to Produce Power Grid Components in US by Laila Kearney

Hitachi plans to invest $1 billion to expand its U.S. power grid infrastructure manufacturing, its energy unit said on Thursday, as the country faces record electricity demand from Big Tech’s build-out of AI data centers. The U.S. holds the biggest concentration in the world of data centers, which are expected to triple their energy use to consume about 12% of the domestic power supply in less than three years. As a result, many utilities are ramping up spending on the long-stagnating electrical grid. Nearly half of Hitachi Energy’s latest investment, or $457 million, will go towards building a new facility in South Boston, Virginia, to manufacture large power transformers. The facility will be the biggest U.S. producer of the massive transformers, which can run as large as a two-story home, Hitachi said.  Hitachi to invest $1 billion to produce power grid components in US | Reuters

Remembering the Solemn Purpose of Memorial Day

Memorial Day is a federal holiday in the United States observed on the last Monday in May to honor and mourn U.S. military personnel who died while serving in the armed forces. The holiday traces its roots to the years immediately following the American Civil War (1861–1865), which caused massive casualties—roughly 620,000 soldiers dead, about 2% of the U.S. population at the time. Communities across the North and South began spontaneously decorating the graves of fallen soldiers with flowers, wreaths, and flags, a practice that gave rise to the original name: Decoration Day. On May 5, 1868, Major General John A. Logan, commander-in-chief of the Grand Army of the Republic (GAR)—a powerful Union veterans’ organization—issued General Order No. 11. This proclaimed May 30, 1868, as a nationwide “Decoration Day” to honor those who died in the Civil War. After World War I, the holiday expanded to honor all American service members who died in any war, not just the Civil War.  In 1968, Congress passed the Uniform Monday Holiday Act to create more three-day weekends for federal employees. This moved Memorial Day to the last Monday in May, effective in 1971, when it was also officially named “Memorial Day.” As one 1868 quote put it: “That Nation which respects and honors its dead, shall ever be respected and honored itself.”