U.S. data center operators faced a shock in November as power demand capacity jumped 1.6 GW month-over-month—marking the sharpest surge on record with a 4% monthly increase. The infrastructure simply can't keep pace. Power generation capacity is falling dangerously short of what's needed to keep all the server racks running, leaving operators scrambling. The result? Electricity bills are skyrocketing to levels never seen before. This mismatch between demand and supply is forcing conversations about grid resilience and the real cost of scaling computing infrastructure in the U.S. Whether it's AI training centers, cloud services, or blockchain nodes, the same underlying issue persists: the grid is struggling to catch up with explosive growth in power consumption.