powergrid

Data centers in the US could increase electricity consumption from 5.9% today to around 20% by 2035, turning power supply into one of the main constraints on AI development

Long-term beneficiaries may include not only chip manufacturers, but also companies involved in power grids, transformers, high-voltage equipment, cable infrastructure, and power generation—rather than computing chips, a shortage of power capacity is increasingly becoming the main bottleneck of the AI boom

#DataCenters #Energy #Infrastructure #PowerGrid #Stocks