INFRASTRUCTURE◐ DEVELOPINGM · Material▽ Strained
AI data centers hit a supply-chain bottleneck by 2030
Sep 2, 2026SOURCE: diginomica.com
SO WHAT
This is a real-world throttling signal: the window where choices remain meaningful narrows as infrastructure supply, not intelligence, becomes the binding constraint.
McKinsey projects demand for data center capacity could nearly triple by 2030. The constraint won’t be models—it’s the physical supply chain feeding the build-out.
This is Negative Resistance’s reframed reading of a reported signal. The headline and analysis above are our interpretation through the thousand-day-window lens. The original reporting lives at the source linked above.