Data Center Chokepoints Tied To AI, Political Pressure, Supply Chain

Key Takeaways: AI-driven compute demands have led to several distinct supply chain bottlenecks for data centers. Legacy power management solutions cannot meet the current demand, and interest in nuclear power for data centers is growing. State governments have a variety of new requirements on data center operators. Hyperscalers have leaned into specialized facility design to meet their challenges, leading to an increasingly fragmented semiconductor IP ecosystem. The bid for more U.S. data center