The AI Revolution Needs Electricity More Than Intelligence

No generation in human history has experienced an infrastructure buildout of this speed and scale.

Over the next several years, trillions of dollars will be poured into what industry leaders increasingly describe as AI factories: sprawling campuses filled with advanced processors, networking equipment, cooling systems, and enough electrical demand to rival major cities.

McKinsey estimates AI-related infrastructure spending could exceed $5 trillion by 2030, while JLL projects developers may require roughly 100 gigawatts of new data-center capacity…