electricity
Infrastructure & Cloud
Phantom Power: Why Two-Thirds of AI Data Center Demand Will Never Get Built
ALGERIATECH Editorial
September 17, 2026
Wood Mackenzie says only 28% of the 1,066 GW sought for US AI data centers will materialize. Here is why the interconnection queue is a mirage.
Infrastructure & Cloud
Power Before Chips: The $80B Azure Backlog That Reveals Hyperscalers’ Real Constraint
ALGERIATECH Editorial
May 11, 2026
โก Key Takeaways Microsoft has $80B in unfulfilled Azure orders blocked by electricity shortages, not GPU scarcity. Combined 2026 hyperscaler...