Goldman Sachs analysts are flagging a critical issue: the US power infrastructure will hit a wall by 2030. Here's the deal—demand from data centers is exploding, but the grid's spare capacity is drying up fast. We're talking about the kind of bottleneck that creates real winners and losers in the AI race. The supply crunch could shift competitive advantages overseas, potentially benefiting other major powers in the artificial-intelligence sector. It's not just about power bills anymore. This is about who controls the infrastructure backbone for the next wave of tech innovation. If US grids can't keep pace with data center appetite, it reshapes everything from cloud computing to AI development capacity. Something worth keeping an eye on for long-term market dynamics.