US Grid Constraints: Towards 40GW+ of Behind-The-Meter Datacenter by 2028?
Summary
SemiAnalysis analyzes US grid constraints and the rapid rise of behind-the-meter datacenter capacity driven by AI workloads. The piece models grid headroom, ELCC, and interconnection bottlenecks, arguing that BTM will dominate new datacenter builds by 2028 due to speed and reliability, with ERCOT Batch Zero and related interconnection structures shaping deployments.