CoBank Quarterly: Electricity supply constraints put AI boom and US economic growth at risk AI technology and data center investments are expected to propel economic growth, but limitations of US electricity supply could put that in jeopardy. According to a new quarterly report from CoBank’s Knowledge Exchange, the growing imbalance between energy supply and demand could threaten U.S. economic growth. The report suggests AI adoption will be increasingly critical to economic growth given structural problems in the labor market. U.S. rice prices have defied the downward trend in grains amid tight Brazilian supplies. Brazilian rice prices now trade at a rare premium to U.S. prices.