As AI shifts from a primarily software-driven story to a physical one, access to power, critical minerals, land, and grid capacity is becoming a defining factor in national competitiveness and corporate advantage.

Meeting AI’s growing power demands will require navigating local zoning battles, water shortages, grid capacity constraints, and outdated financing models.

Join Semafor’s The Resource Race for newsmaking conversations with leaders across business, technology, energy, and government as they explore the challenges, decisions, and partnerships that will shape America’s energy future.