Data Center Power
HighActiveAI training and inference clusters require massive power capacity. New data centers face 2-4 year lead times for grid connections. Power availability is becoming the primary constraint on AI compute deployment, particularly for hyperscalers.
Affected Companies(impacted by this constraint)
Severity Assessment
High
4/5This constraint is significantly impacting supply and requires attention.
Affected Segments
Current Status
Active
This bottleneck is currently constraining supply.