The AI Race Is Now an Electricity and Permitting Race, Not Just a Model Race
TansuYegen · x · 2026-11-11
Influential commentator Tansu Yegen argues the AI race is visibly turning into an electricity and permitting race. The attached screenshot is an Associated Press report noting the US Senate energy bill is advancing, with direct relevance to AI data center buildout.
His thesis: once lawmakers treat data-center approvals as strategic infrastructure, winners will be decided not by model demos but by who can actually secure power, land, and permits.
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