Data Center Energy Infrastructure

This Deep Exploration explores the urgent opportunity in addressing the power demands of AI-driven data centers. As AI workloads surge, data centers require vast amounts of firm, reliable energy—often faster than utilities can deliver. This exploration specifically focuses on the multi-billion dollar market for energy infrastructure innovations like microgrids, transformers, and advanced conductors (everything between generation and a data center), and seeks to identify startups solving the “time to power” bottleneck.