At the recent World Economic Forum  in Davos, a reality long understood by infrastructure operators was stated plainly on the global stage. As articulated by Elon Musk , the limiting factor for artificial intelligence is no longer compute availability. It is power. That observation marks an inflection point—not because it is new, but because it has now entered the mainstream narrative. For those building at scale, this constraint has been visible for years. The Shift from Com

When a power system fails during a natural disaster, there is no luxury of long planning cycles, regulatory indecision, or theoretical optimization. Hospitals need electricity. Communications must come back online. Water systems, logistics hubs, and emergency command centers cannot wait for utility upgrades or multiyear grid studies. In those moments, power is deployed the only way that matters: fast, reliable, and sufficient to meet real demand. What is becoming increasingly

There is a habit, common in fast-moving industries, of mistaking the most visible problem for the most important one. In artificial intelligence, that habit has taken the form of an obsession with chips. We speak of shortages, races, allocations, and breakthroughs, as if the future of AI were decided solely by silicon. It is not. Artificial intelligence does not ultimately run on chips. It runs on power, land, and permission. And those are in far shorter supply. A recent anal