Compute as infrastructure turning point

Cloud and AI compute commitments are becoming the kind of long‑lived public infrastructure (like highways or ports) that shape regional industrial policy, grid planning, and international competition. If compute is treated as infrastructure, debates about permitting, local grid impacts, and state subsidies shift from tech‑policy minutiae to mainstream political economy. — Framing large compute buildouts as infrastructure reframes permitting, local opposition, and industrial policy as core political questions about growth, sovereignty, and public goods.