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Six years ago data centers were the most boring buildings in the world.
In six years they'll be the most contested.
I ran a machine learning fintech before @ionet and watched this play out in real time.
When AI demand started doubling every 3.4 months, those warehouses stopped being cost centers and became strategic terrain... like ports, pipelines, and oil reserves.
And we're building almost all of it in the same places: Northern Virginia, a few corridors in Texas, Oregon.
The same power grids, water systems, fiber routes, and jurisdictions. Export controls showed us how govs can flip a switch on chip access, and the physical infra is even easier to pressure.
"AI centralization" discourse forgets that the easiest way to cripple an AI-dependent economy is by attacking physical infra: hitting the substation, hitting the cooling, contesting the jurisdiction.
The supply to fix this already exists. Thousands of independent data centers running at 12-18% utilization, millions of GPUs sitting cold.
We don't need more buildings... we need to use what's already built, spread across enough jurisdictions that no single failure, no single gov, no single attack takes the whole network down.
I've said many times before that we don't need more hardware, we need smarter resource allocation.
Centralized intelligence is a liability twice: once in its ownership, and again in its vulnerability as a physical target.