OpenAI’s latest $40B funding was the largest private investment round in history. To put that in perspective, that single investment is ~4x what the Department of Energy has annually budgeted to make its electric grid more resilient.1 The grid has been systematically underinvested and continues to get squeezed. Now, that same strained grid is now expected to fuel the next wave of AI growth, which is already compounding at venture speed. Global data center consumption is projected to double to ~945 TW by 2030, and AI-optimized loads are expected to quadruple in that same window.