Rand兰德：2026年供应链能源与人工智能关联体系研究报告-AI能源供应链脆弱性评估（英文版）

The past few years have seen rapid advances in the capabilities of artificial intelligence (AI) models and increasingly widespread use of such models. The resulting increase in demand for AI computational resources is already posing challenges for data center construction in the United States,primarily because it is difficult to find and access reliable power grid capacity. To anticipate the constraints these challenges may place on future AI growth, we seek to answer the following questions