Powering the AI Boom: How the Scarcity of Electricity is Rewriting Data Center Site Selection and Infrastructure Strategies

Executive Overview The rapid, unyielding expansion of artificial intelligence (AI) and high-density computing is running head-on into a physical bottleneck that threatens to cap the digital economy’s growth: electricity. According to the Energy Institute’s 2026 Statistical Review of World Energy, US data centers consumed an estimated 312.6 terawatt-hours (TWh) of electricity in 2025. This represents…

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The Federal Power Grab: How a New Congressional Push for a National Data Center Electricity Tax Aims to Rewire the AI Economy

Executive Overview The explosive growth of artificial intelligence and cloud computing has triggered a seismic shift in global energy markets. As hyperscale operators and enterprise AI facilities erect sprawling data centers capable of devouring hundreds of megawatts—quantities once reserved for heavy manufacturing or entire mid-sized municipalities—policymakers are scrambling to manage the fallout. The tension between…

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