#424: Electric Power Supply Shouldn’t Slow The Development Of AI Data Centers, & More

ARK’s research suggests that power shortages are unlikely to impede the expansion of AI data center expansion. Indeed, the economics suggest that the higher electricity costs associated with rapid development of AI data centers will not impact their profitability significantly. Recently, for example, Elon Musk used generators to power xAI’s data center in Memphis, Tennessee, bypassing full grid interconnection altogether.