One of the primary bottlenecks in the artificial intelligence supercycle is no longer securing GPUs. It is the physical construction of power-ready data centers to house them. As compute workloads shift from initial training to real-time inference, developers face grid-connection delays and chronic shortages of specialized mechanical, electrical, and plumbing labor.
Traditional site-built construction methods struggle to keep pace with a projected $3 trillion infrastructure buildout over the next decade. That is creating an opening for companies like Boxabl Inc. (NASDAQ: BXBL), which is betting that its factory-built construction model can be adapted to solve one of AI infrastructure’s biggest constraints: getting power-ready compute capacity online faster.