The strategic constraint for AI infrastructure is moving upstream. Compute buyers can source equipment, but they cannot manufacture interconnection capacity or shorten a utility planning cycle by force.
Executives should demand one integrated view of load growth, generation options, transmission exposure, storage economics, permitting, and community benefit before announcing a campus.
About the author
Rev. Dr. Gerald F. Poe Jr.
Founder and Chief Executive Consultant of PoeTech Global Consulting. Technologist, strategist, veteran, aviator, and cross-sector advisor with more than three decades of experience spanning AI, energy, sustainable data centers, telecommunications, UAS, healthcare innovation, public infrastructure, and venture development.