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Federal regulators have ordered the North American Electric Reliability Corporation to develop mandatory reliability standards for AI data centers, giving NERC until Dec. 31 to integrate gigawatt-scale computing campuses into grid planning. The move responds to rapid growth in data-center electricity demand — estimated at about 80 gigawatts today and projected to reach roughly 150 gigawatts by 2028 — and warnings that power constraints could limit many AI operations by 2027.
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