The AI buildout hasn't slowed because demand disappeared. It's slowing because delivery has become the hard part. In this issue of Digital Power Digest, Keel Infrastructure SVP of Power Chris Ruppel explains why the constraint has moved downstream from chips and announced gigawatts to power, permits, financing, and community acceptance. A project that can prove an energization date now has the advantage over a project that only has a big announcement.
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10.05.26
Digital Power Digest
Digital Power Digest- Volume 5: September 21 - October 4, 2026
Power, permits, financing, and community acceptance now decide which AI campuses get built. Keel Infrastructure SVP Chris Ruppel on why energized megawatts win.
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