The Invisible Energy Crisis Threatening to Derail the AI Boom | OilPrice.com
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Nearly every AI bull case in 2026 makes the same assumption: the electricity will be there when they need it. It won’t. One company already has what the rest of the industry is still waiting for.

But with all that spending going into the AI buildout, there’s one question many don’t appear to be asking: where is all of that electricity actually going to come from?