1The Trillion-Dollar BuildoutAI is turning compute into a strategic input, but the durable winners will be those that control demand, not just capacity.Strategy 2The Energy BottleneckAI demand is turning electricity from a background utility into a strategic constraint on growth, cost, resilience, and trust.Strategy 3Build, Rent, or Partner the StackThe stack choice is a capital allocation decision: where to own advantage, where to buy speed, and where to share risk.Strategy 4Where the Margin Pool MovesAI will not spread profits evenly; it will move margin toward whoever controls scarce data, workflow, trust, and distribution.Strategy 5The Geopolitics of ComputeCompute is becoming a strategic resource: scarce, regulated, capital-intensive, and central to competitive and national advantage.Strategy