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AI infrastructure now requires 100x more power than the previous year, making electricity a critical bottleneck for scaling.
Power supply and grid infrastructure become the primary hard constraint on datacenter expansion; utilities and power-adjacent businesses become infrastructure linchpins on par with semiconductors.
Trade pressSlicast · March 21, 2025 23:00 · Global · Source: investorplace.com
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Image / Slicast · Source: investorplace.com
AI infrastructure now requires 100x more power than the previous year, making electricity a critical bottleneck for scaling.
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