LONGActive
Power and permission, not chips, now limit the US AI build
After the 3 Nov elections the binding constraint on American datacentres is political: grid approvals, permits and who pays for power.
Texas's grid-approval pause has pushed ERCOT's large-load study past April 2027.
3 Nov: Texas, Ohio, Georgia and Wisconsin elected governors who back datacentre pauses.
ai-infrastructurepowerpolicy
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Constellation Energy
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