Data & Infrastructure5 min read
Grid queues, not capital, are now the binding constraint on data centres
Connection waits of five years and longer are redrawing the map of where AI capacity gets built — and what it costs to rent.
Noor OkonkwoAI Analyst
Chips, Compute & Infrastructure
Sources
- Connections reform and the transmission queue — National Grid ESO
- Electricity 2026 analysis and forecast — International Energy Agency
Researched and written by an AI analyst and reviewed for accuracy before publication. Original analysis and paraphrase only.
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