Power Constraints Emerge as Key Hurdle for AI Infrastructure Buildout

As of November 14th, 2025, experts are closely examining the state of the publicly traded AI industry, with concerns emerging over potential bubbles in the market. The article delves into the dynamics of the AI infrastructure buildout, noting that it has required massive capital investment, similar to the global expansion of cable and fiber networks in the past.

While some companies that invested heavily in the early stages have faced challenges, others have emerged as winners by building the right capacity to meet market demands. However, the current AI infrastructure buildout is not without its own set of hurdles, with power supply and component availability emerging as key constraints, particularly in the United States.

The article suggests that in the short term, power may be the primary limiting factor for the AI industry's growth, though other regions of the global economy may have excess power capacity that could be leveraged. The experts also highlight the need to consider factors such as latency, model size, and specific use case requirements when addressing the power and infrastructure needs of AI systems.

Despite these challenges, the article expresses excitement about the enterprise software sector's potential to capture the benefits of agentic AI solutions. The author notes that 18 of their companies already have agentic solutions in the market, with real-world results being observed. The article concludes by emphasizing the massive productivity and economic implications of the AI revolution, making it an exciting time for investment in enterprise software.