Great callout. Author probably ran out of time on a broader piece.
There is a quote about limited DC buildout due to power constraints, but that's a "future" problem v. what the article appears to describe as a "now" problem.
> J.J. Kardwell, chief executive of Vultr, a cloud infrastructure company. “The question is, why don’t we just deploy more gear? The lead times are too long. Data center build times are long, the power that’s available through 2026 is already all spoken for.”
