AI data centres can be built in a few years, but the transmission lines and power equipment needed to serve them may take far longer. This article examines the widening US ‘time-to-power’ gap, from rising electricity demand and interconnection queues to equipment lead times and permitting delays. It also explores grid-enhancing technologies, direct power procurement, and what uncertain project timing means for equipment manufacturers and investors.
Power, Not Computing, Is the Real Bottleneck for AI
This article examines the widening US ‘time-to-power’ gap, from rising electricity demand and interconnection queues to equipment lead times and permitting delays.
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