Powering AI: How real is the risk of overbuilding?

2026

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AI-generated summary

1) This report analyzes the risk of overbuilding power infrastructure for AI data centers in the US, concluding that a shortfall is more likely than an oversupply.
2) * Examines US data center power demand and supply projections through 2035.
* Assesses the likelihood of stranded assets in the power sector due to AI demand.
* Explores implications and opportunities for power sector players amidst evolving AI needs.
3) AI, Data Centers, Power Infrastructure, Energy Demand, Overbuilding

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