AI & Enterprise
AI power and heat crunch reshapes cooling and transformers as electricity access emerges as new edge
Surging electricity demand from the AI industry is jolting energy policy, supply chains and financial markets. As data centres spread, grid connection delays are lengthening and concerns are rising over geopolitical risks and weakening investment returns. Companies are planning hundreds of billions of dollars in spending, but bottlenecks are increasingly in power hookups and equipment delivery, including transformers and cooling systems. Some argue better use of idle grid capacity could add power without new plants.
