Transmission, grid and interconnection
BOTTLENECKHitachi Energy holds pricing power through record order books as interconnection queues face multi-year backlogs.
Everything between power plant output and data centre input: overhead lines, cables, substations, HVDC links, and grid management systems. AI compute growth is stretching this infrastructure to its limits, with interconnection queues now multi-year backlogs. Utilities earn regulated returns; equipment makers and EPC firms hold pricing power through record order books.
All equipment, infrastructure, institutions and services between the generator step-up transformer secondary (HV busbar) and the data-centre service entrance; includes overhead lines, underground and submarine cables, substations, HVDC/FACTS, grid software, interconnection processes, and associated O&M.
What the evidence shows
New high-voltage transmission lines typically take 8 to 12 years to build due to permitting procedures.
energy.stanford.eduInterconnection wait times increased from under 2 years to over 4 years, median 5 years for projects built in 2023.
emp.lbl.govWho controls it
No independently verified market-size figure is published for this node yet.
Where it sits in the stack
Takes in: Power at generator HV busbar
Sends on: Power at data-centre service entrance (utility metering point)
53 upstream · 4 downstream
Related nodes
No other tracked node in the atlas currently shares this parent.
Full scorecard, owner shares, supply edges and the full tracked roster are in the desk letter.
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