The Order Book Hits the Tape
The AI power buildout has moved from forecast to order book. The richest companies in the world are prepared to spend almost without limit. They have discovered that money cannot manufacture time.
Permitting reform and data center delays are now empirically related through state-level alternatives: with SPEED Act dead, project-level delays are mediated by state PUCs and tax-abatement boards rather than federal NEPA. Post 054 documents the shift.
The AI power buildout has moved from forecast to order book. The richest companies in the world are prepared to spend almost without limit. They have discovered that money cannot manufacture time.
Permitting reform and data center delays are now empirically related through state-level alternatives: with SPEED Act dead, project-level delays are mediated by state PUCs and tax-abatement boards rather than federal NEPA. Post 054 documents the shift.
The AI power buildout has moved from forecast to order book. The richest companies in the world are prepared to spend almost without limit. They have discovered that money cannot manufacture time.