The Geopolitical Tax: Why Grid Stagnation Is A National Security Risk

U.S. AI data centers can be built much faster than the power grid can expand to serve them.

Years-long delays in generation, transmission, substations, and interconnection are slowing major AI investments.

Utilities often spread upgrade costs across all customers, raising concerns about ratepayer subsidies and stranded assets.

If grid capacity does not scale quickly, the U.S. could lose AI leadership to countries with faster infrastructure buildouts.