here's something interesting I came across: 33% of planned us datacenters are actually shipping right now.


> the other 67%: delayed or cancelled outright
> meta building 10 gas plants just to power one facility
> china doubled its ai compute in 2 months without a single us chip
> +220% power demand projected by 2030, with a permitting queue that moves in years
the blocker is physical. permits, power interconnect queues, construction timelines.
stitchers who aggregate distributed compute across existing capacity don't wait in that queue at all.
the racks are already installed. the only thing missing is a coordination layer nobody needs $100b to build.
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