The next great infrastructure opportunity may not be building more. It may be getting more from what we already have.

America is entering a new era of electricity demand.

AI. Data centers. Advanced manufacturing. Electrification. Economic development.

Each is creating enormous new requirements for power—often much faster than the infrastructure required to serve it can be planned, permitted and constructed.

For years, the conversation around America's electrical grid has revolved around one question:

How do we build more power?

The Wall Street Journal recently framed the challenge in stark terms. Utilities across the United States are preparing to invest roughly $1.4 trillion over the next five years as electricity demand accelerates, driven by artificial intelligence, hyperscale data centers, manufacturing, and electrification.