U.S. Compute Capacity Framed as a Strategic Asset Tied to Grid Expansion

Keeping data-center construction and related investment in the United States was described as essential while the country rebuilds its power grid. The source says 80% of new megawatts coming onto the American grid are solar or storage, and warns that shifting projects to Mexico, elsewhere in North America, South America or the Asia-Pacific would be a “national tragedy.”

AI and compute were characterized as national strategic assets. The assessment is that AI-driven grid expansion could support the onshoring of energy-intensive industries, including aluminum and steel mills, specialty-metal smelting and turbine manufacturing, creating a potential cycle of renewed U.S. industrial activity. Access to capable AI models was also described as strategically important, comparable to access to the electric grid; the temporary unavailability of Fable was cited as an example, after which the source says it had to return to Opus and experienced that as a major step back.