Inside ETFs: Is AI's power problem an opportunity?
Nearly half of the U.S. data centres planned for 2026 are now facing delays or outright cancellations, as crippling power grid bottlenecks threaten to stall the AI revolution. Adam Patti from VistaShares told Reuters the power grid is ‘archaic’ and modernising it will require trillions in investment. He said the real opportunity lies with those positioned to capture that spending as the grid races to catch up with demand.
Nearly half of the U.S. data centres planned for 2026 are now facing delays or outright cancellations, as crippling power grid bottlenecks threaten to stall the AI revolution. Adam Patti from VistaShares told Reuters the power grid is ‘archaic’ and modernising it will require trillions in investment. He said the real opportunity lies with those positioned to capture that spending as the grid races to catch up with demand.
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