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The AI boom has created a new hierarchy in digital infrastructure.
Five truths now define who leads the next wave of cloud expansion:
Cloud growth now exceeds grid growth: Hyperscalers deploy MWs faster than utilities can build capacity.
Power is the new bottleneck: GPUs without megawatts are useless power access now outranks capital.
Compute is shifting to power-rich geographies: Malaysia, Saudi Arabia, India, and Indonesia are rising as sovereign AI hubs.
Governments rediscover industrial strategy: National plans now integrate AI zones, trusted clouds, and energy buildout.
Hyperscalers became de facto energy companies: GW-scale PPAs, SMR exploration, and renewable investments reshape grids.
The next “tech superpowers” will be defined by how much compute they can host.
Full breakdown:
