The Sleeping Giant: Tapping into the Hidden Power of AI Data Centers
Harnessing stranded power to accelerate AI deployment and lower token costs
The AI infrastructure bottleneck is increasingly about power, not GPUs, and existing data centers already offer the fastest path to scale. Recent studies indicate that 30–50% of installed data center power capacity in the U.S. sits unused, creating large pools of stranded, paid-for capacity. An investigation into colocation and enterprise facilities in the UK finds a lower, 20–30% average utilization. At the same time, live AI inference environments reserve substantial headroom for rare demand spikes, leaving GPUs idle for significant amounts of time. The paper reframes this as a systemic, stack-wide opportunity and positions latency-tolerant AI workloads as the ideal way to fill these demand valleys. Its core implication: operators who implement cross-layer orchestration of power, cooling, and workloads can unlock gigawatt-scale AI readiness, cut cost per million tokens, and secure durable competitive advantage without waiting for new grid capacity.