[energy123]

It's not really a bottleneck. US capital is building data centers in South Asia, MENA and SEA. Many of these countries offer tax breaks because they want US data centers, and they have abundant equatorial land for solar.

You might say that US would prefer sovereignty but that's a separate argument vis-a-vis strategic competition with China in particular.

[delfinom]

Wonder if they are finally exploring installing anti air defenses on these datacenters given they are massively expensive and devastating targets of extreme opportunities.