Media Coverage
Source: Financial Times
Media Coverage
Press Contacts: Erik Cummins, Matt Hyams, Taina Rosa, Olivia Meyer
12.11.25
Hyperscale cloud providers are driving an unprecedented boom in data-center construction as they race to expand AI infrastructure. While demand for cloud storage and AI computing continues to surge, the U.S. electrical grid is struggling to keep up.
In a recent interview with Financial Times, Rob James, founder and co-leader of the Pillsbury Data Centers team, noted that “one raging issue in the U.S. right now is the grid.”
“As anyone visiting the U.S. knows, we have underinvested systematically in our infrastructure and the electrical grid is no exception to that,” he said.
The Financial Times also reported that Pillsbury is advising multiple projects worldwide to build Westinghouse’s AP1000 pressurized water reactor power plants and AP300 small modular reactors, including “a leading U.S. nuclear operator on several AP1000 projects supporting data center demand.”
According to the article, the scale of investment has raised fears that an AI bubble is inflating; however, James does not believe it is a bubble.
“I think that you will find new uses for computation of this scale,” he said. “We are working with real assets, with real dirt, with real steel and real silicon.”
The newspaper cites examples from Pillsbury’s Satellite Data Centers post. With some industry participants’ ambitions reaching into space, James added that “new dimensions will be found, some of which will transcend these earthbound issues, and some may introduce issues of their own.”
Click here to read the full article.
To read Pillsbury’s comprehensive guide on data centers, please see here.