Energy and infrastructure become the main bottleneck for physical AI
A HackerNoon analysis of AI's shift from chatbots to physical AI: robots and autonomous systems. Gartner expects data center power demand to rise 27% in 2026 to 132 GW from 104 GW in 2025, reaching 290 GW by 2030. AI costs are already hitting business: Canva cut its 2026 revenue growth forecast from 30% to 20%.
- Gartner: data center power demand to rise 27% in 2026 to 132 GW
- Demand expected to reach 290 GW by 2030, per Gartner
- IEA: data center electricity use to double by 2030 to 945 TWh
- Canva cut its 2026 revenue growth forecast from 30% to 20% over AI costs
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