Power Supply, Not Chips, Becomes AI Data Center Bottleneck in 2026

As artificial intelligence systems grow more demanding, the infrastructure challenge has shifted abruptly: the limiting factor is no longer computing hardware but the electricity needed to power it. Data centers housing large-scale AI models require 150 to 500 megawatts of continuous electricity—a power demand that traditional electrical grids struggle to meet, forcing companies to reimagine how they deliver power efficiently to increasingly dense facilities.