Three developments in 48 hours point to the same shift: the binding constraints on AI infrastructure are now capital and consent, not chips. KKR earmarked part of a $192 billion infrastructure fund for Gulf technology buildouts last week, and is also among Nvidia’s six. Americans are “on fire” against data centres, a Republican senator told Semafor, which makes this a bipartisan problem rather than a partisan one. The White House has largely stayed out of it, with the president referring to data centres as “Money Machines.” A $1 billion community fund against a $500 billion financing platform gives you the ratio.