We’re entering a pivotal era where AI is not just transforming industries—it’s fueling an infrastructure revolution. At the heart of this transformation lies a critical confluence: 1. AI’s Explosive Demand for Compute The IEA forecasts data centers’ electricity use could more than double by 2030, reaching about 945 TWh—roughly equivalent to all of Japan’s electricity consumption today barrons.com+9mckinsey.com+9datacenterfrontier.com+9iea.org+1en.wikipedia.org+1. McKinsey est