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Market perspective
Government & policy
Governments are market participants — sovereign funds, permitting, export controls — not just commentators on the sideline.
Sovereign AI, permitting, export controls — states as market actors.
Questions worth asking
Use these as a starting point — or ask your own in the panel on the right.
- Which permitting regimes actually move interconnection timelines?
- How do sovereign AI funds show up in watts and wafers, not press releases?
- Where does industrial policy collide with local rate-payer politics?
Related perspectives
How this part of the buildout connects to the rest of the map.
See it on the map
The power & grid map traces players, metrics, and who wins / who pays — a concrete place to start when you want numbers and connections side by side.
Open the power & grid map