Artificial intelligence is running into a very real problem that no one can code away. It needs far more electricity than the current system can comfortably provide. Goldman Sachs estimates AI could require 2X today’s global data center power, with the AI cloud market reaching $267 billion by 2030 and “neoclouds” taking more than $50 billion of that.
The extra demand does not live on a slide deck. Power shortages and slow grid hookups are already showing up as real obstacles, and they risk slowing parts of what many see as a trillion‑dollar AI boom. In this setting, being able to drop in fast, reliable onsite power suddenly becomes valuable.
