[{"data":1,"prerenderedAt":156},["ShallowReactive",2],{"{\"language\":\"fr\",\"resolve_relations\":[\"post.author\"]}posts\u002Fai-s-buildout-goes-vertical-from-power-plants-to-turbines":3},{"data":4,"headers":134},{"story":5,"cv":121,"rels":122,"links":133},{"name":6,"created_at":7,"published_at":8,"updated_at":9,"id":10,"uuid":11,"content":12,"slug":114,"full_slug":115,"sort_by_date":59,"position":116,"tag_list":117,"is_startpage":24,"parent_id":118,"meta_data":59,"group_id":119,"first_published_at":8,"release_id":59,"lang":65,"path":59,"alternates":120,"default_full_slug":59,"translated_slugs":59},"AI's Buildout Goes Vertical From Power Plants to Turbines","2026-09-08T22:26:04.638Z","2026-09-08T22:45:15.045Z","2026-09-08T22:45:15.056Z",217975867975797,"f16ad610-9918-41c2-b95a-5c8c8ac5846c",{"seo":13,"_uid":27,"date":28,"intro":29,"title":30,"author":31,"blocks":68,"category":108,"featured":24,"component":109,"thumbnail":110,"hero_image":112},[14],{"_uid":15,"image":16,"title":6,"component":25,"description":26},"0b2255c1-04c6-484f-9505-d1f055394cba",{"id":17,"alt":18,"name":19,"focus":19,"title":19,"source":19,"filename":20,"copyright":19,"fieldtype":21,"meta_data":22,"is_external_url":24},207968453842624,"dpd_1","","https:\u002F\u002Fa.storyblok.com\u002Ff\u002F290340181793214\u002F1261x831\u002F718e276b65\u002Fistock-1299944072.jpg","asset",{"alt":18,"size":23,"title":19,"source":19,"copyright":19},"1261x831",false,"seo","PwC forecasts $31.6 trillion in cumulative global data center investment through 2050, with an upside scenario reaching $50 trillion. Those numbers make the scale of the AI buildout clear. What that capital is now chasing goes beyond chips and models, and into physical infrastructure. In this issue of Digital Power Digest, Keel Infrastructure SVP Chris Ruppel breaks down why the AI race has moved decisively into the physical economy and traces the bottleneck as it migrates from GPUs to electricity and now deeper into the supply chain behind it. SpaceX's push to manufacture its own gas-turbine blades and vanes is one example.\n\nThat change is happening even as inference costs collapse. GPT-4-class inference pricing has fallen from $60 to $0.10 since 2022, while the combined capex of Microsoft, Amazon, Alphabet, and Meta has climbed from $130 billion to $725 billion over the same stretch. Cheaper tokens have expanded infrastructure demand, and Ruppel argues that the metric that matters more than raw chip performance is useful tokens produced per utility megawatt. Hyperscalers and AI platforms have responded by integrating vertically, securing their own generation, and deploying modular data centers rather than waiting on the grid. Their financing structures are growing just as unconventionally, and Nvidia, OpenAI, Anthropic, SB Energy, and Nscale increasingly occupy overlapping roles as customers, vendors, investors, and guarantors.\n\nRuppel closes on permission, the constraint money can't buy its way past. Political resistance is rising, even in Texas; construction unions are seeing record demand; and copper supply is on pace to fall short by 10 million tons by 2040. Meanwhile, FERC, utilities, and developers are fighting over who bears transmission and stranded-asset costs. The next AI infrastructure project needs power, and it increasingly needs a new rulebook.\n\n\n","e270c710-bcda-4642-9482-84d4501225d8","2026-09-08 00:00","PwC pegs the data-center buildout at $31.6 trillion, but the real shift is vertical: AI firms now secure their own power, turbines, and even chip supply chains. ","Digital Power Digest- Volume 3: August 24 - September 6, 2026",{"name":32,"created_at":33,"published_at":34,"updated_at":35,"id":36,"uuid":37,"content":38,"slug":57,"full_slug":58,"sort_by_date":59,"position":60,"tag_list":61,"is_startpage":24,"parent_id":62,"meta_data":59,"group_id":63,"first_published_at":64,"release_id":59,"lang":65,"path":59,"alternates":66,"default_full_slug":59,"translated_slugs":59,"_stopResolving":67},"Christopher Ruppel","2026-03-17T16:24:01.161Z","2026-04-06T00:09:57.160Z","2026-04-06T00:09:57.172Z",155955368617120,"5ce15b6e-5eb2-4ef8-ac4a-d147b128da73",{"_uid":39,"name":32,"blocks":40,"component":50,"expertise":51,"profile_picture":52},"01c2c833-f9f0-45f9-8b9b-80f2b5fa8be9",[41],{"_uid":42,"title":43,"blocks":44,"component":49,"is_large_title":24},"c0441a69-4a21-4765-986a-e2b9023e724d","Expertise ",[45],{"_uid":46,"copy":47,"component":48},"8f5c2874-33b2-4679-b5de-c44bb00257dd","Christopher Ruppel a rejoint Keel Infrastructure en tant que vice-président principal, Énergie. Chris apporte plus de deux décennies d'expérience à la croisée des infrastructures informatiques de pointe et de l'optimisation des systèmes énergétiques. Il a dirigé des stratégies de développement couvrant la production sur site, les actifs raccordés au réseau et les solutions de conversion du gaz en électricité pour soutenir les environnements d'IA et de calcul en périphérie à haute densité.\n\nL'expérience de Chris comprend la conception et le développement de plus de 4 GW de projets énergétiques à l'échelle mondiale, la structuration de financements de projets s'élevant à plusieurs milliards de dollars, ainsi que le conseil aux opérateurs de centres de données sur des stratégies énergétiques résilientes et optimisées sur le plan commercial. Avant de rejoindre Keel, il a occupé le poste de responsable du développement énergétique chez MARA Holdings, où il a dirigé la stratégie de la division Digital Energy de l'entreprise, en se concentrant sur les solutions d'alimentation derrière le compteur, l'optimisation thermique et les initiatives de réponse à la demande.","team_member_copy_block","team_member_block","team_member","Vice-président principal, Énergie",{"id":53,"alt":54,"name":19,"focus":19,"title":19,"source":19,"filename":55,"copyright":19,"fieldtype":21,"meta_data":56,"is_external_url":24},158128143448457,"Portrait of Christ Ruppel","https:\u002F\u002Fa.storyblok.com\u002Ff\u002F290340181793214\u002F853x1280\u002Ffb552a6926\u002Fchris-ruppel-large.jpeg",{"alt":54,"title":19,"source":19,"copyright":19},"christopher-ruppel","fr\u002Fteam-members\u002Fchristopher-ruppel",null,-170,[],146010902535401,"ccfaacf8-69a7-4d3e-8c7b-b317d370de47","2026-03-17T16:24:26.848Z","fr",[],true,[69],{"_uid":70,"copy":71,"component":107},"3e0da7d4-97e5-4754-8cb7-7c7e276efe50",{"type":72,"attrs":73,"content":74},"doc",{"backgroundColor":59},[75,87,92,96],{"type":76,"attrs":77,"content":78},"paragraph",{"textAlign":59},[79],{"text":80,"type":81,"marks":82},"PwC forecasts $31.6 trillion in cumulative global data center investment through 2050, with an upside scenario reaching $50 trillion. Those numbers make the scale of the AI buildout clear. What that capital is now chasing goes beyond chips and models, and into physical infrastructure. In this issue of Digital Power Digest, Keel Infrastructure SVP Chris Ruppel breaks down why the AI race has moved decisively into the physical economy and traces the bottleneck as it migrates from GPUs to electricity and now deeper into the supply chain behind it. SpaceX's push to manufacture its own gas-turbine blades and vanes is one example.","text",[83],{"type":84,"attrs":85},"textStyle",{"color":86},"#000000",{"type":76,"attrs":88,"content":89},{"textAlign":59},[90],{"type":91},"hard_break",{"type":76,"attrs":93,"content":94},{"textAlign":59},[95],{"type":91},{"type":76,"attrs":97,"content":98},{"textAlign":59},[99],{"text":100,"type":81,"marks":101},"Read More",[102],{"type":103,"attrs":104},"link",{"href":105,"uuid":59,"anchor":59,"target":106,"linktype":21},"https:\u002F\u002Fa.storyblok.com\u002Ff\u002F290340181793214\u002Fx\u002F6ed1fd6539\u002Fdpd-issue-3.pdf","_blank","post_copy","Digital Power Digest","post",{"id":17,"alt":18,"name":19,"focus":19,"title":19,"source":19,"filename":20,"copyright":19,"fieldtype":21,"meta_data":111,"is_external_url":24},{"alt":18,"size":23,"title":19,"source":19,"copyright":19},{"id":17,"alt":18,"name":19,"focus":19,"title":19,"source":19,"filename":20,"copyright":19,"fieldtype":21,"meta_data":113,"is_external_url":24},{"alt":18,"size":23,"title":19,"source":19,"copyright":19},"ai-s-buildout-goes-vertical-from-power-plants-to-turbines","fr\u002Fposts\u002Fai-s-buildout-goes-vertical-from-power-plants-to-turbines",-240,[],146629530122758,"fa66d390-0fb8-47e1-92d9-907c8a3866d2",[],1788910130,[123],{"name":32,"created_at":33,"published_at":34,"updated_at":35,"id":36,"uuid":37,"content":124,"slug":57,"full_slug":58,"sort_by_date":59,"position":60,"tag_list":131,"is_startpage":24,"parent_id":62,"meta_data":59,"group_id":63,"first_published_at":64,"release_id":59,"lang":65,"path":59,"alternates":132,"default_full_slug":59,"translated_slugs":59},{"_uid":39,"name":32,"blocks":125,"component":50,"expertise":51,"profile_picture":129},[126],{"_uid":42,"title":43,"blocks":127,"component":49,"is_large_title":24},[128],{"_uid":46,"copy":47,"component":48},{"id":53,"alt":54,"name":19,"focus":19,"title":19,"source":19,"filename":55,"copyright":19,"fieldtype":21,"meta_data":130,"is_external_url":24},{"alt":54,"title":19,"source":19,"copyright":19},[],[],[],{"cache-control":135,"connection":136,"content-encoding":137,"content-type":138,"date":139,"etag":140,"referrer-policy":141,"sb-be-version":142,"server":143,"transfer-encoding":144,"vary":145,"via":146,"x-amz-cf-id":147,"x-amz-cf-pop":148,"x-cache":149,"x-content-type-options":150,"x-frame-options":151,"x-permitted-cross-domain-policies":152,"x-request-id":153,"x-runtime":154,"x-xss-protection":155},"max-age=0, public, s-maxage=604800, stale-if-error=3600","keep-alive","gzip","application\u002Fjson; charset=utf-8","Tue, 08 Sep 2026 23:29:38 GMT","W\u002F\"b17a5de8805afe44ccabcb1e39967772\"","strict-origin-when-cross-origin","5.959.0","nginx\u002F1.29.1","chunked","Origin,Accept-Encoding","1.1 9e0e9bdbb4ef473a019709a070d827d8.cloudfront.net (CloudFront)","hBl2Nv70b3tLJJi9nee2etlzj5ym69Cn4T608i5Pp7zm2mn_Kd1X_w==","IAD55-P6","Miss from cloudfront","nosniff","SAMEORIGIN","none","cdf94eab-a38e-4077-9b1f-e6e7a35121c9","0.028520","0",1788910178058]