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Dependency· Compute · Link
Power grid, Virginia (Dominion)
Richmond (Virginie), United States37.54°N 77.44°W
computed criticality11/100
reading
Datacenters: 4.4% of US electricity in 2023, 6.7–12% projected in 2028 (LBNL)
2024Fault line
Grid connection has become the limiting factor for compute deployment: multi-year queues for high-voltage substations, transformers in global shortage. US datacenter consumption tripled between 2014 and 2023 (58 → 176 TWh) and could triple again by 2028, a trajectory that neither generation nor transmission is keeping pace with.
Actors
Dominion Energy (Richmond)
PJM Interconnection (Valley Forge)
Feeds 1
AI data centers, the bottleneck migratesSilicon↗Shocks endured
Transformers: lead times reach four yearsJun 15, 2025↗Sources