This week at the World Economic Forum in Davos, a long-suspected truth about artificial intelligence infrastructure was stated plainly on the global stage. The limiting factor for AI is not chips. It is power. That observation, articulated publicly by Elon Musk , reflects a reality that Data Power Supply has been building toward for some time — and one that is now becoming impossible for the broader market to ignore. In many ways, what was said in Davos sounded less like a pr

In the second quarter of 2025, the world’s largest tech giants collectively invested more than $100 billion in AI infrastructure . That’s...

$850B has fueled AI in just 18 months—but the real choke point isn’t GPUs. It’s power. Discover the energy backbone of AI’s future