Will SES.ai play a crucial role as well to max samrt electric distribution with the use of ai? Anyone can comments?
AI Needs Power Desperately. Here's How To Invest In Companies Profiting From The Pain.
The shortage is a lucrative opportunity - but the window is brief. AI computing workloads could consume around 500 terawatt-hours annually by 2027 - about twice the U.K.'s total electricity consumption in 2023.Rising infrastructure costs and mounting capital constraints are deflating the AI boom. The hyperscalers can't solve their computing problems fast enough, and that's creating a rare arbitrage opportunity.The solution right now isn't building data centers. The current investment opportunity lies in the temporary gap between exploding AI demand and the physical constraints of centralized infrastructure expansion. A handful of companies are exploiting this window - which likely will be a 24-to-36- month opportunity. For investors who understand the timing, it's a compelling hedge against the AI infrastructure bottleneck.40% of AI data centers will face power constraints by 2027.AI's limiting factor is no longer algorithms or data - it's the brute-force physics of data-center expansi
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