Power Grids Are The New Silicon

Discourse around AI compute is often framed in terms of vertical integration and the risk of foreclosure. But market realities may not align with these concerns. The main problem is not access, but the slow pace of capacity expansion due to power and permitting constraints. This conversation reframes the AI race as a race of infrastructure scarcity and execution speed.Read the full article and graphic analysis:https://blog.econworks.com/p/competition-in-ai-compute-is-about?r=562wriExplore more visual economics content: https://econworks.comYouTube: https://www.youtube.com/@EconWorks-d3eSubstack: https://blog.econworks.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit blog.econworks.com/subscribe