The U.S. power grid was built for a 20th-century economy and cannot deliver what the AI boom requires. A handful of companies that secured power capacity outside the American grid are about to look very different from the way they do today.

The U.S. power grid was built for a 20th-century economy and cannot deliver what the AI boom requires. A handful of companies that secured power capacity outside the American grid…

Electricity is emerging as the critical strategic resource of the AI era, creating a global competition among governments, hyperscalers, and infrastructure owners for scarce…