The AI data center buildout is not just a software or capital investment story. It’s quickly becoming a physical infrastructure challenge, and the supply of materials and equipment is paramount in determining how quickly we can build. If we want the US to become a leader in superintelligence, we first need to become a leader in the underlying commodities required to build the technology. This technology requires more than capital and chips. We need transmission lines (copper), transformers (grain oriented electrical steel), fuel cells (scandium), and many more critical minerals that the US is fighting to procure. The future of AI doesn’t begin in a lab, it starts in the ground. A great article on data center risk from AIxEnergy: @aixenergy