Supply Challenges Boost Value of Existing Data Centers, Enterprise Deployments: JLL, Morningstar

Supply challenges boost value of existing data centers, enterprise deployments: JLL, Morningstar

Existing data centers, which can often be updated to support AI demand, are largely protected from grid constraints and interconnection moratoriums impacting new development, industry experts say.

Wood Mackenzie: 72% of US AI Data Center Power Requests Are Phantom Load

US grid operators are on track to serve less than a third of the electricity demanded for the AI buildout. The energy scarcity narrative just got a major hole blown in it.Key takeawaysWood Mackenzie projects US grid operators will commit to roughly 28% of the 1,066 gigawatts requested for data center projects, leaving an estimated 768 GW of "phantom load" that will never materialize.Data center developers have been submitting duplicative, non-bi…

The power challenge behind the AI data centre boom

Power is rapidly becoming one of the defining constraints on the global AI data centre build-out. A recent US transaction has highlighted just how valuable rapid access to large-scale electricity supply is becoming. Energy Vault has announced an agreement to deploy 1.25 GW of integrated power infrastructure for hyperscale AI data centres in Texas, with initial deployments expected within four to twelve months. The project is designed to bring AI…