TechCrunch AIT2·Infra
62 pts
SoftBank's SB Energy overbooked more than 13 gigawatts of gas turbines to meet surging AI data center power demand, only to absorb billion-dollar losses as project timelines slipped. The case exposes how AI compute expansion is now constrained by power infrastructure, with natural gas still the near-term workhorse but supply chains and construction cycles forming a real ceiling.