2025.10.17 | The Tipping Point: $1.6B for Transmission and 24 GW Data Center Load

Electric utilities are officially at a tipping point, facing massive capital needs driven by an unprecedented 24 GW load commitment from data centers and AI facilities. Discover how the $1.6 billion DOE loan guarantee offers a new funding model for transmission buildout, potentially saving customers millions and avoiding the supply chain bottleneck. We also analyze the messy implementation of FERC interconnection reform and urgent state-backed cyber threats targeting the utility software supply chain. Tune in to understand the financial, regulatory, and security challenges defining the stability and future capacity of the electric grid.