Beyond the Bottleneck: NGEN's Approach to the Critical Infrastructure Crisis
The Current Climate
The U.S. electrical grid is facing a harmful and increasingly critical supply and demand imbalance. Datacenter capacity alone is projected to surge from 28 GW to 120 GW by 2030, while 60-80 million aging transformers desperately need replacement and new equipment lead times are stretching over multiple years. Power generation is trapped between accelerating retirements and stalled deployments. Approximately 12.3 GW of base load capacity will shut down in 2025 alone, while 2,500 GW of new generation sits paralyzed in interconnection queues that take 4-7 years to clear.
This infrastructure crisis is creating a vicious cycle where hyperscale builders requiring 500MW+ must build their own power plants and import infrastructure at 300% premiums. Project developers across North America are desperate to expedite access to high-quality, technically compliant, and rapidly deployable infrastructure for mission critical projects.
The NGEN Thesis
Data centers have evolved from 10MW traditional builds to 500MW AI clusters that require revolutionary cooling and power densities. The traditional U.S. infrastructure giants are constrained by prolonged lead times, legacy manufacturing processes, and prices inflated by desperate demand that existing providers are failing to meet. Meanwhile, tier 1 Asian manufacturers that have a minimal or non-existent presence in the U.S. market possess the advanced automation, vertical integration, and production capacity to directly serve U.S. markets.
Despite the huge opportunity for mutual benefit, a disconnect exists due to a historical lack of transparency, design misalignment, regulatory friction, and a missing layer of trust and support. NGEN is purpose-built to bridge that divide. Our team has secured exclusive supplier relationships with tier 1 original equipment manufacturers (OEMs), meticulously cultivated over many years in the industry. We are positioned to provide a faster, reduced-risk infrastructure solution with a lower total cost of ownership, supported by right-sized design and proactive operations and maintenance.
The NGEN Approach
Our mission is clear: provide unparalleled visibility into the origin and integrity of your mission critical infrastructure. Our approach begins with our service offerings, designed to accelerate and de-risk our customer’s projects by combining pragmatic facility and systems design with risk-managed supply chain and hands-on operations and maintenance. Our team of industry experts bring over 115 years of collective experience in the critical infrastructure industry. We believe in radical ownership, acting as one accountable partner from design concept to steady-state operations.
Our engineering and supply chain teams work directly with our global OEMs, providing comprehensive guidance on U.S. industry requirements: from technical specifications and certification requisites to product warranty and after-sales service standards. Our in-house compliance and risk team integrates with our OEMs across all project stages, providing expert oversight on technical product certifications, trade compliance, tariff regulations, and de-risk strategies. Upon delivery, our service-focused field operations team provides ongoing operations and maintenance support including preventative maintenance, spare-parts strategy, and service contract management to maximize uptime and asset life. This multi-faceted service model provides our clients with access to world-class, tier 1 OEMs, while dealing exclusively with our American-based client services team.
NGEN is here to bridge cultures, timelines, and technologies, delivering what hyperscale data center, utility, and power generation customers truly need: certainty, speed, and long-term value.
Sources
Goldman Sachs Research - "AI to drive 165% increase in data center power demand by 2030".
U.S. Energy Information Administration - "Planned retirements of U.S. coal-fired electric-generating capacity to increase in 2025"
National Renewable Energy Laboratory (NREL) - “Multiple studies on transformer demand and aging infrastructure”
Lawrence Berkeley National Laboratory - "Queued Up" reports on interconnection backlogs”
McKinsey & Company - "AI power: Expanding data center capacity to meet growing demand"