September 30 deadline could reshape these energy investments

Tech giants are scrambling for power—and one regulatory date could change everything

Hey there,

While everyone’s focused on AI chips, there’s a bigger bottleneck nobody’s talking about.

Tech companies are committing hundreds of billions to solve a power crisis that’s about to hit a critical regulatory deadline.

September 30 could mark the moment when decades of energy policy collide with AI’s explosive growth—and a specific set of investments may never look the same. Full story.

-Christopher

P.S. Wait times for electricity in some data center markets just hit seven years. The companies that already control the infrastructure—the permits, the pipelines, the rights-of-way—could see a very different next decade than those still waiting in line. You really need to read this before it’s too late.