Across every sector, companies are racing to prepare for an electrified, AI-enabled future. Manufacturers are reshoring facilities. Data center developers are securing land as fast as they can. Transportation fleets are electrifying, logistics hubs are modernizing, and entire industries are shifting toward digital operations that require significantly more power than legacy grid infrastructure was designed to handle.
Yet while attention concentrates on AI models and chips, a subtler constraint is shaping how fast businesses can grow: the physical infrastructure needed to power everything. At Davos this year, global leaders spoke about AI, not as a software tool, but as an immense industrial buildout on par with the industrial revolution, and the rise of the World Wide Web in the 1990s. AI is beginning to behave like a physical force in the global economy, dictating which regions can attract investment based on their ability to deliver reliable, abundant electricity.
