Contracted Capacity Becomes Key Metric for AI Infrastructure Investors to Watch
AINewsWire Editorial Coverage: The artificial intelligence industry is racing to build computing capacity. But a new constraint is emerging just as quickly: electricity. The International Energy Agency projects that global data-center electricity demand will keep climbing sharply through 2030. Goldman Sachs forecasts roughly 15% compound annual growth in U.S. data-center power demand from 2023 through 2030, with data centers potentially accounting for approximately 8% of total U.S. electricity use by then. That widening gap between AI's appetite for compute and the grid's ability to deliver power is reshaping how, and where, AI infrastructure gets built. It is precisely the opportunity AZIO AI Holdings…