在盐湖城郊区，Oracle 每天派遣十几辆以上装载压缩天然气的拖车卡车来为其数据中心发电厂提供燃料。尽管透过卡车运送天然气的成本通常是管道输送的四倍，但它能避免延误所造成的巨大损失。电力供应目前已取代晶片短缺，成为数据中心扩建的最大瓶颈。

摩根士丹利（Morgan Stanley）的 Michelle Weaver 指出，对比售出的半导体数量与可用电力，目前存在 57 吉瓦（gigawatts）的电力缺口。由于各地电网普遍缺乏足够的备用容量来供应吉瓦级站点，加上全美各社区的强烈反弹，监管机构在审批此类大型项目时变得更为谨慎。

面对能源短缺，各大科技巨头正转向核能。Google 与 Amazon 近期签署合作协议，将透过与 Constellation Energy 的合作上线超过 1 吉瓦的核电，足够同时供应约 750,000 户美国家庭。此外，该能源公司还计划为 Microsoft 重启已关闭的三哩岛（Three Mile Island）核电厂反应堆。

On the outskirts of Salt Lake City, Oracle dispatches more than a dozen trailer trucks of compressed natural gas daily to fuel its data center power plant. Although trucking gas is four times pricier than a pipeline, it prevents costly delays. Power access has surpassed chip scarcity as the primary obstacle to data center expansion.

Morgan Stanley's Michelle Weaver highlights a 57-gigawatt shortfall when comparing semiconductor sales to available power. Single locations rarely possess sufficient spare grid power to energize gigawatt-scale sites. Concurrently, widespread community backlash across the United States has prompted regulators to adopt a far more cautious approach toward project approvals.

Major tech firms are increasingly turning to nuclear energy to overcome power limitations. Google and Amazon recently secured partnerships with Constellation Energy to bring over 1 gigawatt of nuclear power online, enough for roughly 750,000 homes. Constellation also plans to restart a Three Mile Island reactor for Microsoft next year.