2025.12.10 | The Deployment Paradox: AI Demand vs. 266 GW of Lost Power

The US utility sector is trapped in a historic contradiction where record-breaking solar growth is colliding with the cancellation of nearly 2,000 power projects. We analyze this Deployment Paradox, exploring how surging AI data center demand is hitting the grid just as interconnection bottlenecks wipe one-sixth of US capacity off the books. Listen in as we break down Duke Energy’s regulatory battle to protect ratepayers and explain why Big Tech is now underwriting its own infrastructure. This episode delivers the critical market insights you need to navigate the collision of operational gridlock and the booming digital economy.