AI data center power shortage : It’s easy to think of AI as something purely digital, models in the cloud, APIs in the background, software that scales instantly. But the reality behind it is starting to look very different.
Each wave of the gen AI boom has had its own scarce resource. First, it was access to frontier models like GPT-4, Claude, and Gemini. Then it shifted to GPUs, cloud capacity, and data centre space. Now, a more fundamental constraint is coming into focus: electricity.
