The AI power reckoning driving the shift to high-density DC architecture

Pipeline Owners Race to Build Capacity as AI Power Demand Jumps

US pipeline operators are racing to expand their capacity to help power new data centers.

Analysts ponder whether big tech is 'overbuilding' as AI infrastructure projects accelerate

Even if data center compute demand falls short of current projections, it still won't be easy for power suppliers to keep up, according to analysis from McKinsey. With AI infrastructure projects continuing at a rapid pace, the consultancy anticipates that around 75% of power demand growth across the US in the next decade will come from data centers. Based on current expansion rates, this will require the "equivalent of almost 30 GW of power per …

Johannes Rittershausen, Co-CEO of Convergent Energy and Power: “We’re definitely seeing a shift from exploratory conversations to real, near-term project”

Artificial intelligence is driving an unprecedented wave of investment in data centres, but the industry’s biggest challenge is no longer the availability of AI hardware – it’s access to power. As hyperscale facilities continue to expand and new AI workloads push electricity demand to record levels, developers are increasingly finding that grid constraints, rather than technology, are determining how quickly new capacity can come online. This gr…

The AI power reckoning driving the shift to high-density DC architecture

As AI racks approach megawatt-scale power densities, Meir Adest, Co-Founder and VP Core Technologies at SolarEdge, explains why DC-native energy architecture is becoming increasingly difficult for data centre operators to ignore. AI is reshaping the data centre landscape at extraordinary speed. Hyperscale operators are racing to deploy infrastructure capable of supporting increasingly power-hungry workloads, with more than 100 GW of new AI data …