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…
