Technology

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Electricity supply is becoming the latest chokepoint to threaten the growth of artificial intelligence, according to leading tech industry chiefs, as power-hungry data centers add to the strain on grids around the world.

Amazon, Microsoft and Google parent Alphabet are investing billions of dollars in computing infrastructure as they seek to build out their AI capabilities, including in data centers that typically take several years to plan and construct.

But some of the most popular places for building the facilities, such as northern Virginia, are facing capacity constraints which, in turn, are driving a search for suitable sites in growing data center markets globally.

At present, “we probably don’t have enough capacity available” to run all the facilities that will be required globally by 2030, said Sharma, whose unit is working with chipmaker Nvidia to design centers optimized for AI workloads.

In October, the company said in filings to a Virginia regulator that it was experiencing “significant load growth due to data center development” and that growing power demands presented a “challenge.”

In response to the demand, authorities in jurisdictions including Ireland and the Netherlands have sought to limit new data center developments, while Singapore recently lifted a moratorium.

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