In his keynote at Metro Connect last year, DigitalBridge CEO Marc Ganzi spoke of the importance of access to power in building out infrastructure for AI and, this year, Ganzi stressed the same message again.

While the theme is constant, the exact nature of the power conundrum is subtly shifting.

Last year, Ganzi cautioned against neglecting power requirements in the scramble to buy up GPUs, that goes without saying in 2026.

Now, his address focused on the infrastructure constraints faced by developers and investors when it comes to bringing power to data centre projects, specifically related to grid problems.

Another key difference from 12 months ago is the political side of power delivery: “Power has become a game of how politically connected you are and whether you have the ability to deliver off-grid, off-network power,” he said “If you’re not putting power back into the grid, you’re not going to get onto it”.