BREAKING
Moody's Warns on Data Center Boom
Infrastructure Costs May Shift to States
Boom Brings Benefits and Burdens
Upside
Higher tax revenue
New jobs
Burden
Power and water strain
Rising capex
0B
Total lease commitments
0B
Not yet under construction
0
Top hyperscalers
Grid Strain Drives New Builds
1AI demand surges
2PJM grid strained
3Behind-the-meter power
Will Ratings Reflect the Risk?
AI NEWS BLITZ
Moody's says the data center boom could threaten the credit of US states and munis.