Data-centre and power build-out. Trillions of dollars of data centres, transformers, turbines, and nuclear restarts to feed inference demand.
Scaling Compounding now. Evidence is visible in company results and data. Largest effect expected 2025–2030.
Second-order effects
Utilities become growth stocks; residential power bills rise as households compete with hyperscalers for the grid; gas turbines sell out for years; water use becomes a siting fight. If the demand curve bends, the depreciation shows up in hyperscaler margins at once.
Its neighbourhood
Everything this entry connects to directly. Click any point to follow it.
Frictions it intensifies
These pressures get worse, or reach more people.
Solutions it accelerates
Solutions it threatens
Sectors it reshapes
How to track it
If this trend is real, these are the numbers that will show it first.