Energy Costs

AI Macro

AI Infrastructure Boom Hits Power and Credit Wall as Grid Constraints Eclipse Chip Shortages

With 10Y Treasuries at 4.6%, power costs surging 30-40% regionally, and grid capacity lagging AI demand by 15-25% annually, Big Tech's trillion-dollar buildout faces an 18-24 month ROI extension that Wall Street's chip narrative misses.

9 min read ·