The infrastructure bottleneck is becoming critical. Data centers and utility capacity simply can't keep pace with demand. Everything's hitting a wall. What's wild is how these mega-cap players have turned infrastructure deals into the hottest commodity—like IPOs on steroids. OpenAI, Meta, Google, Microsoft, Amazon? They're all scrambling for a slice, each gunning for 10% of every available deal. The competition's intense because whoever controls the infrastructure controls the narrative. This arms race is only going to tighten supply further.