Ben Bajarin(@BenBajarin):My biggest concern remains being able to get power, then build data centers (regulatory approval). Two very hard hurdles to clear. We anticipate a potential gap of global accelerator compute demand to energized GW of 20-30%. BUT even if you get the GW you still need approval to build...

Ben Bajarin

@BenBajarin

CEO & Principal Analyst @creativestrat. Full-stack tech analysis from semis to software. Advisor to industry leaders. Technologist at heart. Keeper of Bees.

Joined April 2008

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Ben Bajarin@BenBajarin

2026.09.18 20:47

My biggest concern remains being able to get power, then build data centers (regulatory approval). Two very hard hurdles to clear. We anticipate a potential gap of global accelerator compute demand to energized GW of 20-30%. BUT even if you get the GW you still need approval to build...