When Does the US Become a Net Importer of Tokens?

The author argues that soaring AI demand will soon outpace domestic data center supply, turning the United States into a net importer of tokens by sometime between 2028 and 2030. Despite surging GPU rental prices and capital expenditures, demand has proven remarkably price-inelastic. Consequently, physical constraints such as power availability and gas turbine shortages will ultimately modulate uninhibited growth rather than algorithmic limits or data availability. Open article →