AI’s Grid Crisis Is Becoming a Political Constraint

The institutional consequence is that AI companies no longer control the timetable of their own expansion. Cloud roadmaps can promise clusters; utilities decide which substations, transmission upgrades, and water systems carry the promise into the world. That turns a technical scaling story into a civic rationing story, because every new campus competes with housing growth, manufacturing, electrification, and the political promise that renewables would lower household bills.