TLDRocket
21 October 2026
AI’s center of gravity kept shifting today from model demos to the physical bottlenecks that make those models profitable. In Abu Dhabi, the Department of Energy is arguing that rising electricity demand—fueled by AI data centers—can’t be handled piecemeal. It points to EWEC meeting more than 80% of the emirate’s total power demand with renewables and “clean energy,” with Masdar’s portfolio at 65GW and a target of 100GW by 2030, but the real change is architectural: integrate power, water, regulation, and long-term capital into one synchronized energy-water system.
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