Policy · 1h ago
AI's Real Bottleneck: Electricity Grid Can't Keep Up
AI data centers need 100 GW by 2030, equivalent to Spain's entire capacity. Grid connection delays have tripled since 2005, with US congestion costs hitting $11.5B in 2023. CEOs from Nvidia, Meta, and OpenAI all cite energy as the primary constraint.
Meridian48 take
The article correctly identifies a critical but overlooked bottleneck, though it understates that grid upgrades and nuclear/SMR deals are already accelerating.
Read the full reporting
Nadie te dice esto sobre la IA: el verdadero cuello de botella es la electricidad (y en LATAM es peor) →
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