[KongchangAI]
Unverified50% confidenceOpinionExact time

The focus of competition in AI infrastructure is shifting from chips to power, and the ability to obtain power is becoming a site-selection and expansion variable as important as capital and land.

1
Sources
50%
Confidence
Medium-term (~90 days)
Relevance
11/3/2026
First Seen
Valid until: 2/1/2027

Sources

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