US datacenter buildout stalls while Paraguay and Kazakhstan scoop up AI compute
ivan_bezdomny · x · 2026-11-04
The author argues US datacenter construction is increasingly politically blocked: Texas voters favored a candidate backing citizen veto power over new datacenter projects, delaying SPCX's massive buildout. Meanwhile Paraguay is rapidly building AI datacenters on cheap hydro power (replacing Bitcoin miners). Big players like Google, Anthropic and NVIDIA will be fine — chips will just migrate to countries with power, land, and friendly governments — while American gamer PCs stay brutally expensive.
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