Rising demand for AI is causing energy and computing power shortages in the US, with data center power needs expected to more than double by 2030. US energy production has stagnated, creating a significant infrastructure deficit while China’s energy capacity surpasses that of the US. These bottlenecks risk long-term inflation, higher interest rates, and could undermine US leadership in AI, potentially triggering a market reset. Despite these challenges, the author remains optimistic about AI’s future, expecting technological and political solutions to address these issues, though cautioning about the risk of an AI bubble.
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