The AI Race Is Pressuring Utilities to Squeeze More From Europe’s Power Grids

European countries are racing to bring new data centers online as AI labs across the globe continue to demand more compute. The primary limiting factor is energy—and specifically, the ability to move it.

Though Europe is on track to generate enough energy, utilities experts say, grid operators broadly lack the infrastructure needed to transport it to where it needs to go. That’s throttling grid capacity and, by extension, the number of new power-hungry data centers that can connect without risking blackouts.

National Grid, which operates the transmission network in England and Wales, says that proposed data centers representing more than 30 gigawatts (GW) of power demand are awaiting connection to its

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