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Powering AI: How real is the risk of overbuilding?

The power infrastructure being built for data centers in the United States is unlikely to become stranded—even if compute demand falls short of current projections.

Primary source mckinsey.com ↗

Published July 30, 2026 · Category: AI Practice

Overview

The power infrastructure being built for data centers in the United States is unlikely to become stranded—even if compute demand falls short of current projections.

Source

Originally published at www.mckinsey.com.

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