

That supply is constrained artificially for particular markets. There’s nothing that stops Samsung, Hynix, or Micron from indicating particular runs for different sectors. And if those three had not removed other competition, we would have producers to increase that supply.
Again, this doesn’t absolve the AI industry in the least. But we have makers that are only making limited selections of product for pure gain and are able to do that via their manipulation of the market. We don’t always have to have a good guy and a bad guy, it can bad guys all around.

Many local government’s aren’t on the home rule, they follow some form of the Dillon Rule. This applies to utilities and land use. For some local areas they are required by some degree to follow the State’s allocation and billing of utilities to remain classified as a public utility in the State.
In many areas our legal framework at the State and local level were never made to handle what’s coming down the pipe with new advances. This is why I always indicate that data centers and their impact need to be addressed at the local level. That’s why I think Federal regulation is the wrong step for the building part of AI. This is very much a local and/or State level that needs to desperately be answered there.
The good news is that we see more people who are involved with their local government with this issue. But this underlying issue has been one since the 1970s, it’s just that these companies have hired firms that are incredibly well versed in the shortcomings of local ordinances and State law. It’s super difficult to patch up flaws in the laws when they’re being exploited at rapid fire pace.