December 4, 2025 04:03 AM GMT AI/Tech Diffusion | North America Powering AI Summit: Key Takeaways Key takeaway #1: A significant risk of a power shortage for data center developers in the US. In line with our most recent note highlighting our view of a likely 10-20% shortage of power facing US data center developers over the next several years, feedback reinforced the magnitude and likelihood of such an outcome. Key takeaways include significant US AI power shortage, growth of off-grid solutions, more favor ...