The bottleneck on America's AI buildout is transmitting power, not generating it: in parts of the US, moving electricity costs more than making it.

Interesting thing is certain regions of the US transmitting power cost more than actually generating it because the grid is so slow to build. And the demand for power, and the ability to build power, and re-ramping on a natural gas plant or even a coal plant is easy enough to do, but transmitting the power's really hard.