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Big Tech's $725B AI Bet Slams Into Power Grid Reality

  • Infra & Chips
  • Foundation Models
  • Sales & Business

As Big Tech pours over $700 billion into artificial intelligence infrastructure this year, a less glamorous crisis is unfolding: the electrical grid cannot keep pace. The bottleneck that once threatened to derail AI expansion has shifted from semiconductors to transformers, switchgear, and sheer grid capacity—infrastructure that takes years, not months, to build and deploy.

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