The Data Center Boom and the Race for Power | Tema ETFs

Key Takeaways The data center buildout is accelerating, but long equipment lead times and grid connection delays remain critical bottlenecks. Meanwhile, m ore efficient chips are fueling greater computing demand, while concerns over electricity bills and environmental impact are intensify ing political opposition. Behind-the-meter generation offers a faster path to power, creating opportunities across onsite generation, power equipment and natural gas infrastructure.