TrajectoryPower & geography
AI is becoming a power-grid problem
6 beatsUpdated yesterdayPower and land have become the binding constraints on AI build-out, not chips. The frontier labs and hyperscalers are racing to lock down generation capacity through nuclear restarts, behind-the-meter generation, and long-term utility contracts — while local communities are pushing back on the industrial footprint AI requires. Where AI gets built in 2027 will be decided as much by zoning boards and utility commissioners as by engineering teams.
AI is splitting along US–China lines
7 beatsUpdated yesterdayThe US–China AI split is hardening, not softening. Both sides have now imposed controls on the other; sovereign-AI initiatives in third countries are accelerating; and the rest of the world is increasingly being asked to pick whose stack to build on. A unified global AI ecosystem now looks less likely than it did even six months ago.