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How ‘Phantom’ Data Center Projects Are Making It Impossible to Forecast AI Power Demand — ‘Grid Operators Don’t Know Which Ones Are Real’
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BizToc
The phenomenon of "phantom" data center projects – those that are announced but never built, or announced far in excess of what physical constraints will actually allow – has emerged as one of the most disruptive forces undermining accurate forecasting of AI-related power demand.
The…This story appeared on barchart.com , 2026-08-12 16:05:54.