Off-Grid Power Acceleration & Energy Cost Pressures

BloombergNEF revises US AI DC capacity forecast up 52% to 118GW by 2030. PPL/Blackstone JV $15B off-grid gas buildout. Ambrosia solar $100/MWh. Noon Energy-Sabanci JV 1 GW storage with Meta reservation. Underground cooling claims 70% cost reduction. Virginia electricity spike 267%. Generac $1B generator sales, tripling production. Transmission congestion $12B; Texas 474 GW queue freeze.