xAI just bought a third building.
Let that sink in.
Not “shipped a feature.”
Not “dropped a demo.”
Bought more concrete.
To feed more GPUs.
To chase nearly 2 gigawatts of training power.
This is what the AI race actually is:
Real estate.
Power plants.
Permits.
And a quiet agreement that someone else can deal with the consequences.
Here’s the part that should make you mad:
We keep pretending AI is software.
It’s infrastructure.
And infrastructure always picks winners.
The companies that can afford:
multi-building campuses
grid-scale electricity
private power deals
“oops, we need one more expansion”
They do not just win the model race.
They win the economy around it.
Meanwhile, everyone else gets the invoice:
higher energy demand
more local pushback
more “sorry, capacity is constrained” excuses
more consolidation disguised as progress.
If you’re building AI, this is the new truth:
Your product roadmap is now an energy roadmap.
And if you do not have a plan for power,
you do not have a plan.
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