The current AI market doesn't add up. US hyperscalers have reportedly taken on $220 billion in debt in the past year. The two leading US frontier AI model makers have not yet shown they can operate profitably. And the US public has begun pushing back against the development of the datacenters needed to fulfill anticipated AI demand. But plausibility and politics aside, it's unclear where the world will get the electrical power to sustain the imagined AI industry. Gartner predicts world datacenter power demand will reach 132 GW in 2026, up from 104 GW in 2025, and 290 GW by 2030. Morgan Stanley expects US datacenter demand could go as high as 74 GW by 2028, with a projected shortfall of about 49 GW. By 2036, Teravolt, a London-based AI...
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