Category Intelligence
Chips, data centers, grid demand, capital spending, and adoption signals.
As EU data center capacity heads toward 28 GW by 2030, AI power demand is reshaping electricity prices, grid investment, industrial competitiveness and the green transition.
AI’s next bottleneck is moving beyond chips toward power grids, data-center infrastructure, nuclear energy agreements and capital intensity.
AI growth is moving beyond chips as electricity, water, grid access, transformers and cooling capacity become the next strategic bottlenecks.
Google's energy and infrastructure partnerships reflect a shift toward securing carbon-free baseload power for large-scale AI computation.
OpenAI's reported IPO preparations could reshape how public markets evaluate frontier AI. Investors will scrutinize infrastructure costs, energy demands, governance, and regulatory risks.