Topic
capex
2 articles
Deep Signals ·
New
The Siting Crisis: When the Grid and the Neighbors Both Say No
Data centers now draw 6% of US power, and the binding constraint on the AI buildout is shifting from chips to the politics of where the boxes can physically go.
The Long View ·
New
The Social License to Build: Why the Datacenter Boom Hits a Zoning Wall
The AI buildout's binding constraint is shifting from silicon and substations to the consent of the towns being asked to host it.