Trend States and big tech race to secure GPUs, data centres and power for AI

Summary

The plan identifies an intense investment race among major countries and large technology firms to secure AI infrastructure. The contest covers not only AI models but also the GPUs needed to build data centres and access to power grids. It cites the Stargate project announced right after President Trump took office, with investment of 500 billion dollars through 2029. Citing Gartner, the plan expects data centre electricity use to nearly triple over the next five years. It argues that this growth spills over into the need for renewable energy, the balance of energy supply and even the geopolitics of where data centres are located.