Berkshire CEO Abel: AI Data Center Expansion Bottleneck Lies in Energy Infrastructure, Company's Energy Business Expected to Benefit
Abel believes that as AI accelerates data center construction, the real constraint is not electricity itself, but the time required for energy infrastructure development, with grid expansion and transmission and distribution capacity becoming critical bottlenecks. He stated that Berkshire Hathaway Energy, with its large-scale power operations, is poised to benefit, but related projects must meet conditions such as not raising electricity prices for other users, controlling water resource impact, and gaining local community approval.
Source:华尔街见闻 · Source Link
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