The AI infrastructure race has moved from silicon to energy, from chips to racks, and from the US to everywhere. And now it’s running into a wall. So what’s going to power the next five years of the AI scaleup? Written by: George Patin | Research Contributor, London Venture Capital Network The AI infrastructure buildout has been all over the headlines for over a year now. Endless data centres, Blackwell GPU orders in the tens of thousands, and seemingly never enough compute.