Frontier AI /performance gains
More compute demand
More / larger data centers
Need for firm power +fast grid interconnection
Grid canconnect fast?
No
Yes
Bring-your-own-gen /microgrids / off-grid
Standard interconnection+ transmission upgrades
Higher local emissions& permitting fights
Rate-base & capacitymarket pressure
Community resistance:water, land, air, noise
Household bill increases& electricity inflation
Political response: restrictions,cost-shifting rules
Re-acceleration via targeted policies
loops back