We’ve spent several years now obsessing over models and assistants, but here’s a new interesting truth: the next competitive edge in AI won’t be another benchmark, but electrons. And not just any electrons, but cheap ones. As the “AI wars” heat up, the winners won’t simply be those with the best UX or the most compute. They’ll be the firms that can secure abundant low-cost power at scale, hour after hour, year after year.

That’s where AI is colliding with the physical world, and where the story stops being about software and starts being about grids, turbines, and price curves. Most recent analyses show that AI-driven data centers are now a visible driver of U.S. electricity demand and are starting to send retail prices higher, a clear signal that the constraint is shifting from graphics

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