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The fundamental constraint for AI data center expansion is power: the reliable, on-site generation capacity operators must secure before large compute clusters can run.
Rolls-Royce disclosed that its data center power business saw order volume climb more than 50% across the first six months of the year. Shares moved up 4% on the news.
Two demand sources, one order surge The company identified two simultaneous drivers: a defense boom and the AI infrastructure buildout. Those markets operate differently.
Defense procurement runs through government channels on longer timelines.
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