bottleneckScore 80/100Watch
Brookfield's Flatt: 'We cannot build enough power, cannot build enough compute' — demand outpacing AI infrastructure supply
“We cannot build enough power. We cannot build enough compute for the demand that John's talking about. So, this is not about is there too much financing being made? It's that we can't build it fast enough. ...we're going to need over 70 gigawatts of power to fuel this.”
Why it matters
A major infrastructure owner confirms power and compute supply — not capital — is the binding constraint on AI buildout, with 70+ GW needed in the US alone at $50-60B per GW.
Investment implication
Bullish for power generation, grid equipment, and data center infrastructure suppliers (gas turbines, transformers, cooling, E&C firms); supports pricing power across the energy-infrastructure supply chain.