AI wakes up the sleepy US power sector
The power grid wasn't built for AI. Now the entire US energy sector is in a dealmaking blitz to catch up.
Why it matters
AI data center buildout is creating a critical infrastructure bottleneck. Companies are racing to secure energy capacity, signaling that compute constraint has shifted from chips to power—a fundamental shift in how AI leaders must think about scaling.
The key facts
5 to knowUS power sector experiencing dealmaking activity spike tied to AI data center energy demands
Energy infrastructure identified as limiting factor for data center expansion
Shift from GPU/chip constraints to power grid constraints as primary bottleneck
Multiple companies competing for limited energy capacity allocations
Published June 2026 indicates forward-looking infrastructure race ongoing
Go to the source
Financial Times Technologyft.com
Publisher excerpt: Companies in dealmaking blitz as they seek to build the energy infrastructure for data centres