ERM：2024年电气化竞赛：通过快速输电扩张实现美国脱碳目标报告（英文版）

The analyses that supported IRA, and essentially all analyses done by utilities as recently as 2 or 3 years ago, didn’t fully account for how much more electricity we will need due to rapidly rising demand from data centers. Utilities and regional transmission organizations’ forecasts for data center growth began to appear in earnest in 2023, well after IRA analyses were done. A typical data center not long ago might have needed 10s of megawatts (MW) of power; 100–200 MW is common and reports