Partner Content Solving for AI’s power problem

Oct 29, 2026, 9:43am PDT The AI race has long been defined by how quickly firms can stand up GPUs. Now, Elon Musk and other leaders say they expect physical bottlenecks, including a shortage of electricity needed to power data centers, to slow down competitors. As utilities warn of multiyear waits for new connections, “speed to power,” or how quickly a data center can get electricity flowing, has become an industry mantra.

The Information editor and writer of The Electric newsletter Steve LeVine moderated a discussion with three leaders pursuing different solutions for smarter architecture, from the grid to the server rack.

William Mao, Vice President of Energy Infrastructure, Delta Electronics

Allan Schurr, Chief Commercial Officer, ERock

Brian Janous, Co-founder, Cloverleaf Infrastructure

The capacity myth

According to Janous, the problem is less about finding gigawatts and more about optimizing them.…