
Episode #2
Podcast 25: The Interconnection Queue Is the New Oil
<p>Send us a text</p><p>AI isn’t being throttled by chips. It’s being throttled by <b>electricity</b>.</p><p>In this episode of The Electrify Everything Show, we unpack the emerging power land-grab behind the AI boom—and why the real competitive advantage is no longer just compute, capital, or real estate… it’s <b>deliverable megawatts</b>.</p><p>The U.S. Energy Information Administration expects U.S. electricity consumption to hit record highs again—<b>4,199 billion kWh in 2025</b> and <b>4,267 billion kWh in 2026</b>—with growth driven in part by large customers like data cent...

