Substation adaptations in the Age of AI:
Data centres and the supply chain crunch
The power industry in the West has entered the “Interregnum”: a critical and widening gap between the fast deployment of generative AI and the decade-long expansion cycles of legacy grids. As highlighted in our strategic reflection, “After the boom: What comes next?”, the global power industry capital is no longer the binding constraint. The largest technology firms have committed hundreds of billions of dollars to infrastructure; yet they are hitting a wall of time and electricity.
