Heat Waves and AI Data Centers Push U.S. Power Grids Toward a Tipping Point

Heat waves across the US are straining electricity grids as households crank up AC and a data-center boom maintains around‑the‑clock power demand. Regional operators like PJM, MISO, and SPP have issued emergency alerts amid record July demand (about 168 GW) and aging transmission gear, with humidity and climate change extending peak loads into the evening. While Texas adds renewables and avoids an energy emergency, capacity auctions have fallen short and major investments in generation and transmission—potentially in the trillions—are needed to shore up reliability for the next decade and beyond.