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marex. com > news > 2026 > 04 > the-great-ai-infrastructure-buildout-impact-on-power-and-commodity-markets

The great AI infrastructure buildout: impact on power and commodity markets

3+ hour, 1+ min ago  (254+ words) New research by Marex and the University of Oxford's Smith School finds a multi-year gap between announced data centre capacity and what's actually being built, with significant implications for power prices, commodity demand, and market timing. Media and markets are…...