The strongest version of this narrative is that AI's rapid growth is colliding with the physical limits of energy and water infrastructure, forcing the industry to rethink its reliance on traditional utilities. Ganzi’s arguments are grounded in observable trends: grid constraints, political hurdles, and the slow pace of nuclear development. His call for BYOP strategies and longer planning horizons reflects a pragmatic response to an unsustainable status quo. The emphasis on water as the next fro...