I help manage one of the world’s most constrained supply chains, up close to the defining energy bottleneck of the decade

Across every sector, companies are racing to prepare for an electrified, AI-enabled future. Manufacturers are reshoring facilities. Data center developers are securing land as fast as they can. Transportation fleets are electrifying, logistics hubs are modernizing, and entire industries are shifting toward digital operations that require significantly more power than legacy grid infrastructure was designed to handle.

Yet while attention concentrates on AI models and chips, a subtler...