43:I[185,["/_next/static/chunks/0sxns9k8ywops.js","/_next/static/chunks/1z5eijs5qdv02.js","/_next/static/chunks/2eylv_sshoiot.js","/_next/static/chunks/3owl5o1y-37u7.js","/_next/static/chunks/0agcep-t686m_.js","/_next/static/chunks/09e73exje0qtu.js","/_next/static/chunks/1nsk8jrr9fqe6.js"],"SendEmailButton"] 45:I[63625,["/_next/static/chunks/0sxns9k8ywops.js","/_next/static/chunks/1z5eijs5qdv02.js","/_next/static/chunks/2eylv_sshoiot.js","/_next/static/chunks/3owl5o1y-37u7.js","/_next/static/chunks/0agcep-t686m_.js","/_next/static/chunks/09e73exje0qtu.js","/_next/static/chunks/1nsk8jrr9fqe6.js"],"AddToLibraryButton"] 46:I[29721,["/_next/static/chunks/0sxns9k8ywops.js","/_next/static/chunks/1z5eijs5qdv02.js","/_next/static/chunks/2eylv_sshoiot.js","/_next/static/chunks/3owl5o1y-37u7.js","/_next/static/chunks/0agcep-t686m_.js","/_next/static/chunks/09e73exje0qtu.js","/_next/static/chunks/1nsk8jrr9fqe6.js"],"ShareButton"] 47:I[58016,["/_next/static/chunks/0sxns9k8ywops.js","/_next/static/chunks/1z5eijs5qdv02.js","/_next/static/chunks/2eylv_sshoiot.js","/_next/static/chunks/3owl5o1y-37u7.js","/_next/static/chunks/0agcep-t686m_.js","/_next/static/chunks/09e73exje0qtu.js","/_next/static/chunks/1nsk8jrr9fqe6.js"],"ProcessEpisodeButton"] 48:I[45269,["/_next/static/chunks/0sxns9k8ywops.js","/_next/static/chunks/1z5eijs5qdv02.js","/_next/static/chunks/2eylv_sshoiot.js","/_next/static/chunks/3owl5o1y-37u7.js","/_next/static/chunks/0agcep-t686m_.js","/_next/static/chunks/09e73exje0qtu.js","/_next/static/chunks/1nsk8jrr9fqe6.js"],"SignupCTA"] 3b:["$","time",null,{"dateTime":"2026-07-03T10:00:00.000Z","children":"July 3, 2026"}] 3c:["$","span",null,{"aria-hidden":true,"children":"·"}] 3d:["$","span",null,{"children":"00:08:06"}] 44:T46a,

The AI stories that get headlines are about models and jobs. The one that hits your P&L first is physical: the buildout ran out of the one thing money can't instantly buy — electricity.

The bill is landing: Henrico County, Virginia saw power rates jump 25% overnight because of 37 data centers, with schools asked to conserve — a $5M budget hit.
Megawatts, not money: Brookfield 5x'd its Bloom Energy power deal to $25B and National Grid put $1.75B into a dedicated gas plant for a Microsoft AI campus — both routing around a grid with 5-year connection queues. JPMorgan pegs AI capex at $5.5T.
The squeeze: memory prices are up 700%, with high-end supply sold out into 2028.

In our 100th episode, host Stephen Forte on why the constraint shifted from money to megawatts — and three moves: audit your utility contract, treat interconnection queues as your real expansion timeline, and pull hardware refreshes forward.

Sources: Henrico Citizen; Bloom Energy; National Grid; JPMorgan/Fortune; Tom's Hardware.