#US Data Center Rules May Constrain AI Expansion
⚡ Wholesale Power Already +6.9% From AI Load
Dallas Fed models say AI data centers lifted US wholesale prices before the next wave of rules and curtailment lands.
📊 +6.9% national wholesale by 2025; Virginia +15%
📈 Mid-range path reaches +12.3% by 2028
🏦 OpenAI: up to 1,000 MW off mid-peak in Georgia
⚠️ US capacity projected over 100 GW by 2030
The catch: Price pressure is here; flexibility may slow how fast new AI load connects.
National impact above 10% by 2028 — or under 8% if curtailment spreads? 👇
$BTC $ETH
#US Data Center Rules May Constrain AI Expansion #AI #BitcoinMining
⚡ Wholesale Power Already +6.9% From AI Load
Dallas Fed models say AI data centers lifted US wholesale prices before the next wave of rules and curtailment lands.
📊 +6.9% national wholesale by 2025; Virginia +15%
📈 Mid-range path reaches +12.3% by 2028
🏦 OpenAI: up to 1,000 MW off mid-peak in Georgia
⚠️ US capacity projected over 100 GW by 2030
The catch: Price pressure is here; flexibility may slow how fast new AI load connects.
National impact above 10% by 2028 — or under 8% if curtailment spreads? 👇
$BTC $ETH
#US Data Center Rules May Constrain AI Expansion #AI #BitcoinMining
