Power supply is becoming the real ceiling for AI expansion. Here's what's actually happening:

The grid can't keep up. Every major AI lab is hitting the same wall—insufficient electricity capacity. So what do the smart ones do? They're paying premium rates for direct power access, securing onsite generation, and essentially becoming their own utilities.

This isn't just operational necessity. It's reshaping how AI companies think about infrastructure. Instead of waiting for grids to scale, they're building redundancy, investing in nuclear, solar, and other sources independently.

The pattern is unmistakable: bring your own grid (BYOG) is transitioning from optional to mandatory for serious AI players. Those who solve this first gain massive competitive advantage.

Why this matters? Because energy constraints directly cap compute capacity, which means they cap model training speed and inference capability. The companies that secure stable, abundant power aren't just ahead operationally—they're ahead strategically.

The infrastructure arms race just entered a new phase.