AI’s defining constraint is no longer chips - it is power, land, water and grid access. The report explores where the next wave of AI infrastructure will be built, and why.

• Why energy and grid access are now critical to AI growth.

• How the Gulf, US and ASEAN are competing for hyperscaler capex and sovereign compute mandates.

• What utilities, hyperscalers and investors are doing to scale generation, transmission and cooling at AI timelines.

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