AI-driven power crunch positions energy upstarts as key IT equipment buyers

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AI-driven power crunch positions energy upstarts as key IT equipment buyers

Surging electricity demand driven by artificial intelligence, combined with growing public backlash against data center developments, is elevating energy developers into the new powerbrokers of the AI economy. Beyond maximizing land value through grid access, some energy-rich operators are moving up the technology value chain and could become direct purchasers of IT equipment.

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