There is no secret about the mismatch. Voters last week have elected people who are openly hostile to datacenters, and for some of them hostile to AI outright. The demand is there (at what price is a longer term debate). But if you can't power on new datacenters this doesn't do any good.

To give you an idea of the scale. US has currently about 50 GW of DC online. Depending on the source, you are looking at between 60 GW and 400 GW of new DC currently planned. For reference the total dependable capacity of the US grid is around 1000 GW.

I think there is a scenario where compute cost sky rockets while chip prices crash, as they end up unused in warehouse because of the lack of power and DC capacity.

AI has been passively hostile to society. VC cash has too. Non of that is irrational.

You want them to embrace a tech that exacerbates inequality and its founders promote that?