Load Growth & AI

AI Infrastructure Energy Strategy

Power sourcing and siting strategy behind AI compute buildout.

DispatchJul 10, 2026· 6 min read

Data centers aren't the only thing straining the grid. Reshored manufacturing is the quieter half of the load-growth story.

A DOE transmission study and a looming semiconductor labor shortage both point to industrial reshoring as a second major load-growth driver — one with far less-established utility playbooks than data centers have.

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ENERGY, BRIEFLY

The week's most important signals in clean-energy infrastructure.