AI’s data center build-out has a supply chain problem
At 3:00 PM on September 4, 1882, Thomas Edison changed the world. He flicked a switch at the Pearl Street Power Station in New York and lit up lower Manhattan. The electrical revolution was underway.
As the infrastructure was built out, with countless power plants, miles of transmission lines, transformers, and substations, electricity was unleashed to light up the world and power machines and computers. Its impact on human society has been profound - opening new possibilities and boosting our productivity and standard of living.
Now, AI’s intelligence revolution promises to be even more transformative... if it can be sustained.
The race to build the intelligence revolution infrastructure
The electricity revolution wasn’t just about electricity. This transformation was only possible because a complete system was in place for generation, distribution, and consumption. Power plants generate electricity, the grid distributes it, and appliances and devices in homes and businesses consume it....
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