Dell, Jera, and UK-based Rhaelm partner to build a $15B, 400MW off-grid AI data center and gas power plant near Tokyo, set to begin operations around 2028 (Financial Times)

Dell, Jera, and Rhaelm’s planned $15B, 400MW off-grid AI campus near Tokyo signals how energy availability is becoming a primary constraint on AI growth, not just compute demand. For CIOs and technology leaders, this underscores a strategic shift toward infrastructure partnerships, power-secure locations, and long-horizon capacity planning to ensure AI initiatives can scale reliably and cost-effectively. IT organizations should expect more competition for power-constrained AI capacity and greater pressure to align architecture, procurement, and sustainability decisions with energy strategy.