Power Access Is Now a Siting Decision, Not a Utility Question
Hyperscale capital, regulatory reform, and self-supply models confirm power access now gates all large-load siting.
Power / Infrastructure Constraint
Grid Access Is Now the Gating Constraint for Capital Deployment
AI-driven power demand structurally locks grid access as the primary site-selection and capital-deployment constraint across North America.
Private Capital Is Locking In Who Controls Firm Power
RTOs, states, and private capital are institutionalizing power scarcity through tariffs, BTM rules, and PE consolidation of dispatchable assets.