Nearly every AI bull case in 2026 makes the same assumption: the electricity will be there when they need it. It won’t. One company already has what the rest of the industry is still waiting for.

Energy Is A Trillion-Dollar Problem for the AI Boom

Nearly every AI bull case in 2026 makes the same assumption: the electricity will be there when they need it. It won’t. One company already has what the rest of the industry is…