It's suddenly the world's biggest constraint, thanks to oil shocks and AI's global race for electricity.
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Illustration: Aïda Amer/Axios
Energy — whether it be oil for cars or power for data centers — is suddenly the world's biggest constraint.
Why it matters: Energy is becoming the singular driver of both global stability and economic growth.
Industry with business model not yet firmly established and investments financed by huge debts is particularly at risk
AI’s footprint today is likely the smallest it will ever be; how are we going to power it in the future?
Stranded Gulf supplies are choking off the region’s economies
Stranded Gulf supplies are choking off the region’s economies
Tech companies have funnelled billions of dollars into Middle East AI projects — the Iran war means questions will be asked about…
From fuel caps to four-day work weeks, the Middle East conflict has left the world’s top crude oil importing region desperate to…
