Part 7/12:
Instead, the real challenge lies in energy infrastructure. Data centers, responsible for powering AI workloads, account for roughly 5–7% of U.S. electrical demand today, a fraction expected to exceed 10% by 2028. Yet, the surge in power requirements poses serious infrastructure issues. Existing projects—such as a 48-megawatt data center built by Digital Realty in Santa Clara—have faced delays because of inadequate electrical power supplies, with some projects potentially waiting years for upgrades.