AI's energy demands are creating profit pools in the unglamorous businesses that deliver electricity to data centers.Artificial intelligence (AI) has an energy problem that software can't solve. Racks of Nvidia H100-class systems commonly run 20 to 40 kilowatts, and many new AI designs target 50 to 100 kilowatts or more with liquid cooling. The result: Hyperscalers are choosing data center locations based on power grid capacity rather than tax breaks or fiber access, and utility companies are scrambling to ...