Speed-to-Power Bottlenecks Undermine US AI Dominance & Data Center Revenue

AI needs power. The grid can’t keep up. Flexible capacity offers a scalable solution to data center power bottlenecks.

AI needs power. The grid can’t keep up. Flexible capacity offers a scalable solution to data center power bottlenecks.

As AI and hyperscale data centers expand, power availability has become the bottleneck. According to NERC, more than half of U.S. regions face energy shortfalls. In key markets like Dallas, Northern Virginia, and Silicon Valley, available capacity is nearly or already exhausted. Every year of delay costs hyperscale operators tens of millions in lost revenue—and the U.S. risks falling behind in the global AI race.

Traditional energy infrastructure is too slow. Nuclear, natural gas turbines, and even renewables with storage can’t deliver reliable 24/7 power quickly enough to meet AI’s demands.

This paper introduces a third path:

Flexible onsite generation—a proven, scalable approach that accelerates interconnection timelines, supports grid stability, and avoids stranded asset risk.

Key Takeaways

  • Speed-to-power advantage: Avoid years of utility delays with flexible onsite power.
  • Operate faster: Save millions annually in lost revenue by eliminating power-related project delays.
  • Become a grid asset: Defer costly upgrades and reduce strain during peak demand.
  • Sustainability: Integrate renewable resources and lower emissions with RNG-fueled systems.
  • Real-world example: See how Microsoft is already deploying this approach in California.

Take the next step toward scalable, resilient power solutions for AI infrastructure.

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