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

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…

As AI models become interchangeable commodities, the contest is down to service prices – which are driven by electricity output and cost.

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

The Four Fronts of the AI Race