2026.02.10 | Will 40% of Data Centers Abandon the Grid?

Regulators are flipping the script on utilities, with new proposals in Virginia threatening to hike data center costs by 16% to subsidize residential rates. We analyze how performance-based ratemaking in Illinois and legislative shifts are prioritizing affordability over rapid expansion, potentially forcing a "great decoupling" where big tech builds its own power. The discussion explores critical solutions like Surplus Interconnection Service (SIS) and virtual power plants designed to squeeze more efficiency out of existing infrastructure. Listen now to understand the financial war brewing between grid operators and the AI sector.