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Powering Progress Episode 10 – Building Resilience into AI Infrastructure
Much of the conversation around AI infrastructure has focused on growth, new data centers, unprecedented capital investment, rising power demand, and the race to build capacity fast enough to keep up. But every major infrastructure boom eventually enters a different phase. Projects become operational, markets evolve, technologies advance, regulations change, and the contracts that looked straightforward during periods of rapid expansion are put to the test.
Force Majeure and LNG Contracts
Amid the escalating Middle East conflict, QatarEnergy’s 4 March 2026 declaration of force majeure following the suspension of liquified natural gas (LNG) production at Ras Laffan (which was intended for an initial period but subsequently extended) has thrown into sharp relief how long‑term LNG sale and purchase agreements (SPAs) seek to allocate risk.
The Coming Wave of Disputes in Data Centre and AI Infrastructure
May 29, 2026 To embed, copy and paste the code into your website or blog: The global data centre sector is in the midst of the largest infrastructure build-out of the modern era. The Global Sachs Global Institute projects a cumulative AI infrastructure spend of approximately US$7.6 trillion between 2026 and 2031, with annual spend rising from around US$765 billion in 2026 to roughly US$1.6 trillion in 2031 across compute, data centres and power.
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