AI datacentres are consuming electricity faster than infrastructure can support, with consumption expected to nearly double to 950 TWh by 2030, while grid expansion lags far behind. The UN's economic commission for Europe warns that mismatches between volatile AI demand and renewable energy supply risk cascading grid failures, with unresolved issues around cost responsibility and regulatory gaps hindering necessary infrastructure investment.
Japan's JERA power generator partners with Dell Technologies and UK-based RHAELM to develop AI infrastructure in Japan, starting with a $15 billion hyperscale data centre in Chiba. The three companies signed an MoU to create a standardized framework for building AI infrastructure at national scale, with operations beginning in phases in 2028 and full capacity reached by 2029.
Two X posts discuss investment opportunities in AI infrastructure stocks. One highlights photonics sector growth potential and lists top photonics suppliers; the other provides a comprehensive list of Indian companies across the data centre value chain, including power, cooling, networking, and electronics suppliers, with metrics to track for investment analysis.
Goodman Group withdrew its $1.2 billion Project Mars data centre in Sydney's Lane Cove after facing intense community opposition and citing changes in the regulatory environment. The project had become a flashpoint in broader national debates over AI infrastructure development, with local groups and senators opposing its proximity to homes and schools. The withdrawal reflects growing community resistance to data centres across Australia.