Power-Hungry AI – Who Wins From the $130 Billion On-Site Power Boom?: BI Replay

AI’s next big bottleneck may not be chips. It’s power. Hyperscalers are racing to build data centers, but new baseload generation can take 5–10 years to deploy. On-site natural-gas generation can be up and running in just 1–3 years. Bloomberg Intelligence sees 50 GW of on-site gas capacity through 2032 — creating a potential $130 billion investment opportunity. Join BI analysts as they explore the next phase of the AI infrastructure buildout: Why is power moving behind the meter? Which technologies could win? And where could the biggest opportunities emerge across equipment, fuel cells and energy services? With $1.6 trillion of projected hyperscaler capex through 2032, the race to power AI is only getting started. Who stands to capture the spending? Join us to find out.