Compute Follows Power, Talent Follows Clusters: Scarce Inputs and the AI Build-Out
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Four scarce inputs decide who hosts the AI build-out — clean gigawatts, datacenter capacity, talent clusters, sovereign coordination — and almost no country holds them in equal measure. Norway has hydro but thin clusters; the US has talent and capital but stalled grid permits; the Gulf has sovereign capital and sun without clusters; China can coordinate everything but faces export controls. The question turns on which combinations compound. Four scarce inputs decide who hosts the AI build-out — clean gigawatts, datacenter capacity, talent clusters, sovereign coordination — and almost no country holds them in equal measure. Norway has hydro but thin clusters; the US has talent and capital but stalled grid permits; the Gulf has sovereign capital and sun without clusters; China can coordinate everything but faces export controls. The question turns on which combinations compound. — Independent bias measurement: lean -3.5 (−10..+10) · epistemic quality 8.0/10 · scored by 3 external AI judges (DeepSeek, Cohere, Llama). Methodology: https://hellohumans.ai/methodology
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