Utilities are entering a new era. For the first time in decades, electricity demand is surging — and the drivers aren’t traditional industrial loads, but the digital and clean energy revolutions unfolding at the same time.
- AI data centers are scaling at hyperspeed, running 24/7 inference clusters and training models that consume as much power as small cities.
- Electric vehicles (EVs) are moving from early adopters into the mainstream, with fleet electrification adding pressure on distribution systems.
- Industry electrification — from steel to chemical production — is shifting processes once powered by fossil fuels onto the grid.
The result: one of the steepest demand ramps modern utilities have ever seen.
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