Source: Worksinprogress
The explosive demand for electricity from AI training and cloud computing is colliding with aging electrical grids designed for a different era of consumption, forcing utilities and policymakers to confront decades of underinvestment in transmission capacity. This isn't a problem that Moore's Law or software optimization can solve—it requires physical infrastructure upgrades that take years to permit and build, creating a hard constraint on where and how quickly hyperscalers can expand their operations. Power availability is already a limiting factor in real estate value and regional economic development, rivaling fiber connectivity or labor in site selection.