Originally published on AI Tech Connect.
Why this reaches you even if you never touch a data centre Most AI teams buy capacity rather than build it, and it is tempting to file grid constraints under someone else's problem. That holds right up until it does not, and the transmission mechanism is fairly direct. Power scarcity propagates into four things you do control. Region availability — a provider cannot sell you capacity in a region where it has not energised a connection. Lead time — reserved capacity that arrives two quarters late is a roadmap problem, not a procurement one. Price volatility — where power is contested, compute pricing becomes less predictable, and we have already seen GPU lease prices rise even as model prices fall, a divergence covered in the inference margin trap. And residency deliverability — if you…
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