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How energy scarcity is rewriting the digital infrastructure playbook

As data centres evolve into massive energy consumers, the industry’s "unsexy" fundamentals, grid reliability and baseload power, are superseding speculative AI premiums as the primary drivers of investment value.
How energy scarcity is rewriting the digital infrastructure playbook

Electricity, not artificial intelligence, is emerging as the critical constraint for Asia’s next phase of digital infrastructure growth, reshaping how private capital underwrites returns.

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