Everything on Infrastructure & Market Trends

US data center power demand is projected to double by 2035, triggering regional grid constraints and construction moratoriums.

Impact: AI scaling will become capital-intensive and geographically constrained, rewarding companies that secure early energy contracts and invest in localized power generation.

— from AI Regulation, Infrastructure Costs, and Open Ecosystem Shifts · KI-Update – ein heise-Podcast· Jul 27, 2026