How Electricity Became the Hidden Frontline in the U.S.–China AI Rivalry
The AI conversation has long centered on algorithms, data, and hardware—but beneath every inference lies a more vital dimension: electricity. The key question isn’t just whose code is smartest—but whose power stays on.
The New Geography of AI Infrastructure
AI is making computation physical again: global AI capacity will follow not just chips and fiber, but power, water, cooling, permits, grid reliability, and the emerging Shadow Grid that turns energy infrastructure into the new map of AI advantage.
Brandon Owens
