ROI-US AI boom faces electric shock: Bousso

LONDON, Feb 25 (Reuters) – Big Tech’s race to dominate artificial intelligence may soon hit a nasty road bump as U.S. electricity grids struggle to keep pace with the big-spending hyperscalers. America’s technology giants, including Microsoft, Amazon, Alphabet and Meta, have in recent months announced plans to spend over $600 billion on AI in 2026 alone. The investment wave has already fuelled unease among some investors about the profitability of this strategy. They have reason to be worried, as the ambitious U.S. AI expansion plans are likely to be hobbled by severe power-infrastructure bottlenecks, including turbine shortages, slow grid expansion and regulatory red tape.