Santa Clara's Digital Realty and Stack wait for power connection as data centers remain empty

Digital Realty Trust and Stack Infrastructure have projects in Santa Clara, California, that may remain empty for years due to a lack of available power from the local energy provider, Silicon Valley Power. The high demand for data centers is driven by the cloud and AI boom, but limited infrastructure, regulatory hurdles, and aging infrastructure are major obstacles. The power demand for AI data centers in the US is expected to double by 2035, with billions of dollars invested in new infrastructure.