Financial Times reporting on Australia's AI race advantage points to an infrastructure truth: the next AI hubs may be built where land and renewable energy are abundant, not only where software talent is concentrated.
That matters because AI capacity is becoming a physical-planning problem. Data centers need power, water, transmission, permits, political support, and long-term certainty before they can serve the model economy.
Australia's opportunity is real if it can turn space and renewable generation into reliable compute supply. The risk is that infrastructure ambition runs ahead of grid upgrades, community consent, and customer commitments.
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