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Physics, policy and politics are beginning to constrain some of the electric utility industry’s highest aspirations for data center-driven growth, Utility Dive learned in first quarter earnings calls.
Published May 13, 2026
An aerial view of a three-level data center under construction on April 14, 2026, in Vernon, Calif. Data centers continue to drive utility spending in much of the country, according to utilities' first-quarter reports and executive comments.
Mario Tama via Getty Images
