Recently, we showed you what we believe to be the most important AI chart of the decade: Morgan Stanley’s projection that U.S. data centers will face a 36 GW power shortfall by 2028.
We’re calling it The Crunch: the moment when the AI Boom hits the limits of America’s power grid.
But solving The Crunch isn’t just about generating more power. It’s also about making sure that power is always available.
That’s where energy storage comes in – and why this “second layer” could be the next huge wave of AI-driven investment…
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