Three US States Tighten AI Data Center Approvals in Succession; 474 GW of Power Applications Triggers Infrastructure Governance Crisis
Three US states have moved within six weeks to restrict AI data center expansion amid a 474 GW backlog of grid interconnection requests in Texas and more than $1 trillion in unfulfilled lease commitments from tech giants. The regulatory shift — from New York's statewide moratorium to Pennsylvania's legally binding GRID framework — reflects a structural struggle over who bears the costs of AI's energy and infrastructure demands.