Ofgem targets speculative AI data centres to free up Britain’s energy grid

Ofgem targets speculative AI data centres to free up Britain’s energy grid

Ofgem mandates £237k-£712k per-MW fees for AI data centres as connection demand tripled to 125GW, separating speculative projects from investment-ready developers. For tech leaders, UK energy capacity now gates infrastructure expansion; only bankable projects secure grid access, reshaping AI infrastructure investment ROI calculations.