Part 4/10:
A major challenge in expanding data center capacity is the availability and sustainability of power. As Cheryl noted, there are concerns about whether the necessary power supply can support the rapid development of data centers. Mark, presumably an executive or analyst, pointed out that power constraints remain the primary limiting factor for scaling AI infrastructure.
The carbon footprint and capacity of electricity generation—especially in regions like Texas, New Mexico, and Louisiana—are pivotal to the development of AI infrastructure. Experts highlight that electricity cost and availability directly influence AI output, equating the conversion of electrical power into computational “brain power” as a key aspect of the ongoing digital transformation.