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Intelligence: analysis on AI infrastructure, power, and data sovereignty in Canada

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Alberta's AI Data Centre Power Gold Rush: When Grid Access Becomes Governed Entitlement

Alberta's AESO capped large load connections at 1,200 MW, already fully allocated to two projects, leaving 16 GW of demand deferred. Grid access is no longer a utility assumption; it's a governed entitlement. Bill 8's BYOG framework and cost-causation principles now define what's bankable. For 5 to 50 MW AI campuses, power is the lead asset, not the utility.

Feb 27, 2026 • 18 Min Read
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