He who shapes power, data centers, chips and models into an economically feasible endpoint, disproportionately shapes AI/SI right now. Why? Power is THE binding constraint in AI/SI. Few really have it. Data centers don’t work without power. This is not about promises of power tomorrow. Or forecasted power in 2028. Power TODAY. Chips can’t operate profitably unless installed in a functional data center. If you can install chips, it’s because you’ve solved the power problem. Models aren’t economically viable unless run on cost effective infrastructure which requires a functional data center with low input costs and reliable management. This can’t happen without power. AI/SI ROI doesn’t pencil unless models generate profitable outputs which necessarily needs functional data centers as the critical input. Again, power. Ergo, he who can shape data centers, chips and models together into a tightly coordinated stack is someone who has solved power. Solving power allows you to disproportionately shape AI/SI right now.