Power availability and AI Factory deployment speed have become the critical constraints on AI growth. Multi-year grid interconnection queues1, combined with traditional field-built data center construction timelines, have created a structural bottleneck at an inflection point where AI infrastructure demand accelerates. Even the most well-capitalized hyperscalers and AI operators are increasingly constrained not by access to compute, but by the ability to deliver power and infrastructure fast enough to fulfill demand. As Jensen Huang, CEO of NVIDIA has put it, “every single data center in the future is going to be power-limited, and your revenue is limited if your power is limited2.”
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