1 Introduction The current data center industry is shifting from colocation to AI factories. These facilities require higher power densities than designs of the past. This transformation moved site selection beyond connectivity and land costs. Developers prioritize power availability and interconnection timelines as the determinants of project viability. In markets with constraints, grid access delays…
Introduction The dominant narrative surrounding AI infrastructure assumes that semiconductor manufacturing capacity is the primary bottleneck. However, by 2025, multiple EPC contractors reported that electrical equipment availability increasingly determines data center construction sequencing. AI deployment is no longer constrained only by silicon fabrication, but by the physical and temporal limitations of electrical infrastructure. Grid interconnection…