Data center firms cite energy and labor as AI growth constraints

executives: The executives referenced are senior leaders from companies involved in data-center development, investment, and technology services, including NTT Data, Brookfield Asset Management, Infosys, and Tillman Global Holdings. They told Bloomberg that power infrastructure and specialized labor are the most significant constraints on expanding AI data-center capacity. Sajiv Ahuja: Sajiv Ahuja is the chairman and chief executive officer of Tillman Global Holdings, an infrastructure investment and development company. He participated in the panel discussing data-center expansion, including the availability of power and specialized talent. Salil Parekh: Salil Parekh is the chief executive officer and managing director of Infosys, a global information-technology services company. He participated in the Bloomberg panel on the infrastructure requirements and constraints surrounding expanding AI capacity. Abhijit Dubey: Abhijit Dubey is the president and chief executive officer of NTT Data, an information-technology and infrastructure-services company. In the reported panel discussion, he identified skilled electricians, technicians, designers, and construction workers as an underrecognized bottleneck for AI data-center growth. Connor Teskey: Connor Teskey is the chief executive officer of Brookfield Asset Management, an investment firm active in infrastructure and other real assets. He said demand for AI computing infrastructure substantially exceeds available supply and argued that the imbalance is likely to persist. data center firms: Data center firms develop and operate facilities that provide the computing infrastructure required for cloud services and artificial intelligence. The companies cited in the report say that rapid AI demand is outpacing the industry's ability to secure electricity, grid connections, equipment, and skilled workers. Labor: The sector is competing with utilities, manufacturing, grid infrastructure, and construction for electrical engineers, technicians, HVAC specialists, and skilled tradespeople. Power: AI data-center projects face prolonged grid-connection timelines and limited electricity availability, making power access a central construction constraint. Supply outlook: Industry participants expect demand for AI data centers to remain above available supply as expansion continues.