By Karen Roman
The growing tension between AI-driven data center development and power availability constraints is reshaping the market, according to a survey published by Vinson & Elkins.
The survey also found 96% of infrastructure developers preview power constraints to pivot data center development to new locations, while more than 80% are adopting hybrid and off-grid energy solutions like microgrids and on-site generation, the firm stated.
Source: AI Power & Infrastructure Pulse Survey, Vinson & Elkins, March 2026
“The winners will be those who can anticipate where power, capital and technology intersect—and move ahead of those constraints, not react to them,” said Kaam Sahely, Vinson & Elkins partner who has represented numerous power companies, data center developers and investors in infrastructure projects locally and abroad.
The survey results can be found here.
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