Power failure could undermine America’s AI ambitions
Spiralling electricity demand threatens to hold the US back in its technological race with China
Spiralling electricity demand threatens to hold the US back in its technological race with China

Progress could come down to power supply — and the US is falling behind

US president pushes data centre operators to build their own power supplies as AI demand adds to costs

Data centres powering the AI boom are straining grids and causing price rises that could hurt Trump

Also in today’s newsletter, an interview with former BP chief executive Bernard Looney on the global AI power crunch

US strategy could be costly in terms of higher electricity prices, increased water stress and potential food insecurity

It’s seen as the magic fix for every threat to the US economy