Cleanarc

The implementation of new large-load rate classes in Virginia and explicit risk-transfer mandates in Georgia are restructuring hyperscale data center development by demanding more financially structured growth and greater clarity regarding financial responsibility for power forecast deviations.

Capital flows, energy limitations, and fundamental structural changes are redefining the scale of artificial intelligence and data center infrastructure across North America, currently estimated at a six hundred billion dollar corridor buildout.

The fourth quarter of 2025 illustrated a convergence where power infrastructure, capital availability, and governmental policy fused to fundamentally redefine the scale and execution of the global artificial intelligence buildout.