AI data centre buildout faces bottlenecks in power and commodities - Marex

27th April, 2026

Zak Jakubowski

A report, published jointly by London-headquartered global financial services platform Marex and the Smith School of Enterprise and the Environment on Monday, said the expected rapid expansion of AI infrastructure is being slowed by structural constraints in power, equipment and labour.

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ABN AMRO
Bank of America
CBOE
Citi
Goldman Sachs
DRW Holdings
HSBC
J.P Morgan
Marex
Morgan Stanley
SGX
SocGen
Susquehanna
MUFG Investor Services
TP ICAP
ABN AMRO
Bank of America
CBOE
Citi
Goldman Sachs
DRW Holdings
HSBC
J.P Morgan
Marex
Morgan Stanley
SGX
SocGen
Susquehanna
MUFG Investor Services
TP ICAP

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