Power shortages are becoming a critical bottleneck for AI development, with up to 50% of announced data center projects facing delays due to power constraints. This is driving major tech companies like Google and Amazon to invest heavily in alternative energy sources, including on-site power generation, grid-level battery storage systems (such as Form Energy's 30GWh system), and novel power conversion technologies. Aging electrical grids and growing power demand—Goldman Sachs forecasts a 175% increase in data center electricity consumption by 2030—are also spurring investment in next-generation infrastructure, such as solid-state transformers.