Power Struggle. AI Data Centers Face Antitrust Scrutiny Over Energy Use, Potential Grid Dominance
AI data centers are forcing a hard conversation about power, planning, and infrastructure. This post breaks down why regulators are raising antitrust concerns around AI energy use and why the real issue is not innovation. It is an aging grid that was never designed for hyperscale compute. I share why AI demand is a market signal, not a crisis, and why the winning solution will be fast, investment-grade power built with real-world energy like natural gas, batteries, and onsite generation. AI leadership will not be decided in policy rooms. It will be decided by who can build power and infrastructure at scale.


