AI’s next bottleneck is power. 2 stocks riding the 30X data centre demand surge
As Artificial Intelligence workloads expand, data centres are becoming more than computing hubs. They are turning into large power consumers, putting pressure on grids, power equipment and electricity monitoring systems. The global data centre power infrastructure market is expected to grow at around 15% CAGR through 2035, crossing $45 billion (around ₹4.3 lakh crore). At the same time, Deloitte estimates that AI data centre power demand could rise by 30X by 2035, increasing the need for reliable power distribution and monitoring.
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Research is expanding the infrastructure surface for builders, which can change where inference runs, what gets deployed locally, and how teams package AI workloads.
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AI’s next bottleneck is power. 2 stocks riding the 30X data centre demand surge Why it matters: Research is expanding the infrastructure surface for builders, which can change where inference runs, what gets deployed locally, and how teams package AI workloads. Source: Telec...
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