Source: The Next Web
Kimmeridge's warning surfaces a hard constraint on AI infrastructure buildout: land acquisition, power grid capacity, water availability, and permitting bottlenecks are actively killing projects. The narrative of limitless capital chasing AI dominance collides with physical reality. If half the planned capacity doesn't materialize, the AI compute shortage expected post-2025 becomes a structural feature rather than a near-miss, determining which companies and geographies retain competitive advantage.