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Dive Brief: - Bank of America analysts forecast the United States will need more than 230 GW of new generating capacity over the next five years, but regulated utilities are expected to add only about 93 GW of accredited supply, leaving a gap of more than 100 GW. - Data centers alone could add roughly 125 GW of U.S. electric load over the period, pushing overall electricity demand growth to a 4.1%...
AI data center growth could force US utilities to rethink generation plans, BofA says | Huntaegis