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The AI Grid Is Leaving Earth — and the Trade of a Generation Is Taking Shape
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The AI Grid Is Leaving Earth — and the Trade of a Generation Is Taking Shape
There is a constraint nobody in the AI boom is talking about loudly enough: Earth is running out of room. Land near reliable power grids, water rights for cooling, and grid interconnection slots that can take three to five years to obtain — these are the actual bottlenecks slowing AI infrastructure growth, not chips or capital. Bloomberg estimates nearly half of all U.S. AI data center projects will be delayed this year due to power constraints …
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