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The chief executive of Exelon has warned that the United States risks blackouts because electricity supply cannot keep pace with surging demand, and has argued that higher bills for consumers are the price of closing that gap.
The warning ties grid reliability directly to the infrastructure buildout required to support the artificial intelligence industry's rapidly growing appetite for power.
A Supply Shortfall With Physical Consequences The Exelon chief executive's message is straightforward in infrastructure terms: generation and transmission are not being built fast enough to meet what is coming onto the grid.
That imbalance — more load, not enough supply — is the condition that produces blackouts.
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