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Hard Ceilings: Grid Limits and Compute Scarcity Force Strategic Reallocation

Physical infrastructure constraints — grid capacity in key markets, compute availability for frontier labs, and optical interconnect supply — are becoming binding strategic variables that reshape where AI investment flows and which operators gain structural advantage.

2 signals tracked

  1. European grid freezes and Anthropic's compute dash expose the same scarcity logic

  2. UK grid pressure, TSMC packaging bottlenecks, and Mac Mini shortages all bite simultaneously