The Time Lag Capital Underestimates in Power Delivery
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The Time Lag Capital Underestimates in Power Delivery
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About this listen
Capital can be deployed in months. Power infrastructure takes years. This mismatch is the defining tension of the AI buildout.
A 200-megawatt data center requires 12-24 months for land and permitting, 18-24 months for construction, and 24-48 months for grid interconnection. Money raised in 2024 may not translate into running compute until 2028 or later.
The AI infrastructure winners will be determined by decisions made in 2020-2023, not decisions being made now. Capital moves fast. Infrastructure moves on its own schedule.]]>
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