AI data-center power demand and utility consolidation

NextEra $66.8B Dominion merger creates largest regulated utility for AI power. PJM prices +76% to $136.53/MWh; grids strained. GS projects 8-9% US electricity from data centers by 2030 (vs 3%). Data centers 12% global power by 2028, demand doubling to 66GW by 2027. Senate RECHARGE Act.