Janous: US data center constraints will persist through 2030 and beyond
Brian Janous · What comes after the data center backlash? · Sep 3, 2026 · at 40:30
Energy executive Brian Janous explains why data center developers underestimating grid interconnection bottlenecks face persistent constraints into the 2030s.
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“All the stuff we thought we were going to build in this country, or thought we could build, a lot of that's not going to get built, because of all the things we've just been talking about. Like, I think that, and this problem is going to persist for the foreseeable future, and everyone who thought, oh, I just got a constraint in 27 or 28, you have the same constraint in 29 and 30, and possibly into the early twenty-thirties. Like, I think this will just continue to be a very, very tight market.”
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