Data centre firms say the AI bottleneck is now power and labour

Executives from NTT Data, Brookfield and Infosys say electricity and skilled labour, not chips, now limit how fast AI data centres get built. In Europe the binding constraint is worse, with grid connections in congested markets running to ten years.

The thing slowing the AI buildout is no longer the chips. Executives running some of the world’s largest data centre operations say it is electricity and people.

They spoke at Bloomberg’s New Economy Forum in New Delhi on Tuesday, Bloomberg reported. NTT Data’s chief executive Abhijit Dubey called talent the bottleneck nobody talks about.

European operators said the same in July. A survey of 300 data centre decision-makers in the UK, Ireland and the Nordics put power availability and skills shortages among the leading obstacles.

Dubey put a price on the labour. An electrician in the US now earns about $200,000, he said, and sourcing the right equipment...

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