Executives from major data center operators at the Bloomberg New Economy Forum in New Delhi identified energy access and skilled labor availability as the primary constraints on AI data center expansion, surpassing chip supply or capital as limiting factors. US electrician compensation has risen to approximately $200,000, while equipment lead times stretch to 42 weeks. Bain & Company’s research supports these findings, projecting $5-6.5 trillion in cumulative data center investments by 2030, while highlighting that congested power grids in Europe may require over a decade to upgrade.
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