This article first appeared in Miner Weekly, a weekly newsletter by Blocksbridge Consulting curating the latest news in energy, compute, infrastructure, and data analysis from The Energy Mag. The original article can be viewed here. Across the EIF panels, generators, utilities, data-center developers, miners, investors and policymakers repeatedly returned to the same physical constraints: generation, interconnection queues, transmission, substations, cooling, equipment lead times, capital, permits and public support. The demand for compute may begin with models and chips, but delivering it ultimately requires electrons at a specific place, on a commercially useful timetable. No single part of the energy economy …