March 30, 2026
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Texas Writes the Rules While Google Writes the Check
Moody's analyst Jim Hempstead frames the constraint plainly: power, not chips, is the bottleneck keeping AI capacity constrained through at least 2027.
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Jim Hempstead
Jim Hempstead is referenced in Hyperscale News briefings on datacenter infrastructure.
Referenced in 1 briefingLast referenced: March 30, 2026
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