Everyone loves talking about AI's energy demand.
Far fewer people ask a harder question:
Where is the clean electricity actually coming from?
The conversation isn't AI vs. climate. It's whether we can build generation, storage, and grid infrastructure fast enough to keep up.
The bottleneck isn't ambition anymore.
It's deployment.
The companies that remove friction from permitting, procurement, and grid integration may end up having as much climate impact as the next breakthrough technology.
What's the biggest bottleneck you see today?
