The Bigger Stakes
Why Opting Out Isn't an Option
Some argue we should slow down or reject AI development altogether. That's a legitimate position — but it requires understanding what "opting out" actually produces.
AI development doesn't pause because one country steps back. China, the UAE, Saudi Arabia, and others are building energy infrastructure at scale specifically for AI. The FY2026 National Defense Authorization Act directs the Department of Defense to assess China's frontier AI trajectory. Nations increasingly view compute capacity as a strategic asset, the way they once viewed steel production or naval tonnage. The EU is already implementing digital sovereignty laws. Multiple countries are restricting cross-border data flows.
If the U.S. fails to modernize, we don't get a world without AI. We get a world where AI is built and controlled elsewhere, by governments with different values about privacy, surveillance, and human rights.
Energy infrastructure isn't just an economic issue. It's a sovereignty issue.
AI capability ultimately tracks energy capacity. The nations able to generate, transmit, and cool large amounts of power will determine where the most advanced systems are built — and who governs them.
But sovereignty doesn't require sacrificing community welfare. The Nordic countries prove that. Finland, Sweden, and Denmark have built fast, clean, integrated data center infrastructure — and they've done it with full transparency, with waste heat flowing into district heating networks, with communities as beneficiaries rather than burdens. Finland heats 250,000 people from a single Microsoft partnership. Stockholm aims to heat 10% of the city with data center waste by 2035.
The Nordic model didn't produce the opposition backlash seen in the U.S. Not because they built less — but because they built better. That's the template. The question isn't whether to build. It's whether we build it in a way that serves the public or just uses it.
