AI is disrupting services. What does that mean for power demand?
AI is still in the foothills of enterprise adoption, but the infrastructure buildout required to support it is already reshaping energy markets, capital allocation, and industrial policy. Data centers are driving demand for new generation and transmission, while billions of dollars flow into the hardware and software needed to train and run increasingly powerful models.
That makes energy infrastructure a big constraint in the AI buildout race. Data centers require more power generation, transmission, grid capacity, and additional physical infrastructure; all major investments. And those…
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