06/11/2026
AI is rewriting the rules of infrastructure—and the power grid can't keep up.
At IMN's recent Data Centers Private Equity and Power Capital Forums, industry leaders cut through the hype:
⚡ Data centers will drive half of all new electricity demand over the next 5 years
📋 Interconnection queues are flooded with speculative projects—grid operators are cracking down
🔌 "Bring your own power" isn't a quick fix—equipment lead times stretch beyond 2 years
☢️ Nuclear won't scale commercially until after 2030
The winners? Those with real utility relationships, regulatory expertise, and the capital to prove they're serious.
The gap between demand and supply is where the opportunity lies.
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Comprehensive analysis of data center power infrastructure challenges in 2026. Expert insights on bring-your-own-power strategies, FERC regulatory changes, PJM vs MISO market dynamics, nuclear energy prospects, grid interconnection issues, and investment risk factors for developers.