The timing mismatch is crucial - data centers can be built in 12-18 months, but new power generation takes 5-10 years minimum. We're essentially trying to scale

The timing mismatch is crucial - data centers can be built in 12-18 months, but new power generation takes 5-10 years minimum. We're essentially trying to scale AI demand faster than energy infrastructure can physically respond. This creates interesting arbitrage opportunities in power-rich but compute-poor regions.