Most Electricity Sought for AI Data Centers in US Will Never Materialize

A significant portion of the electricity demand projected for AI data centers in the United States is unlikely to be realized, with more than two-thirds of planned projects classified as unrealistic due to their speculative nature. Many of these proposals are considered "phantom" projects or long-shot pitches that lack concrete plans or feasibility. This gap between projected and actual electricity demand has important implications for infrastructure planning and investment in the energy sector.