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Are AI models running out of power? | The Economist

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May 2, 2026

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Is AI growing faster than the infrastructure that powers it? The Economist’s global business writer, Shailesh Chitnis, and co-host of The Intelligence podcast, Rosie Blau, discuss the global shortage of computing power. As demand surges, firms are throttling access, spending billions on expansion and facing supply-chain bottlenecks that could reshape the future of AI.

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Is AIThe EconomistsShailesh ChitnisThe IntelligenceRosie BlauThe AISubscribe Download

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Are AI models running out of power? | The Economist · The Economist · Sentinel