Nearly 100 gigawatts of new data center capacity could come online by 2030. ER Steel argues the real bottleneck is not compute but construction coordination, grid access, and long-term operational planning.

Electricity is increasingly becoming a strategic constraint on economic growth.

Nearly 100 gigawatts of new data center capacity could come online by 2030. ER Steel argues the real bottleneck is not compute but construction coordination, grid access, and…