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This policy brief by RMI argues that Virtual Power Plants (VPPs) can mitigate the grid constraints currently delaying the interconnection of data centers and other large loads in the United States. The document proposes three commercial models to accelerate VPP deployment and suggests policy reforms in interconnection, integrated planning, and customer protection to ensure the US remains competitive in the AI race.

A Global Energy Monitor briefing reports a surge in proposed gas-fired power plants in the United States, driven by speculation over AI energy demand. While the U.S. now has the world's second-largest pipeline of such projects, most remain in early development stages, risking billions in stranded assets if demand forecasts prove inaccurate.