IGF: The AI Supercycle Needs Power, But Infrastructure Plays Pausing

Core Insights - The AI buildout is creating a supercycle that necessitates substantial power-generation and infrastructure, which is currently insufficient globally [1] Group 1: Industry Impacts - The demand for electricity, semiconductors, and other resources is increasing due to the AI supercycle [1] - There is a notable challenge in securing the necessary infrastructure to support the growing needs of the AI sector [1]