The explosive growth of new hyperscale datacentres to implement GenAI is creating an insatiable demand for power that will exceed the ability of utility providers to expand their capacity fast enough.
In turn, this threatens to disrupt energy availability and lead to shortages, which will limit the growth of new datacentres for GenAI and other uses from 2026.
New, larger datacentres are being planned to handle the huge amounts of data needed to train and implement the rapidly expanding large language models (LLMs) that underpin GenAI applications.
However, short-term power shortages are likely to continue for years, as new power transmission, distribution and generation capacity could take years to come online and won't alleviate current problems.
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