Watch Floor Briefing 001
Scope
Constraints on super intelligence as state power: compute, energy, law.
What changed
- Data center demand: one arXiv paper (2509.07218) claims about 415 TWh in 2024, about 945 TWh by 2030. External claim, not verified.
- Chip controls: law-firm summaries say BIS moved certain China chip exports to case-by-case review in 2026, with diversion and KYC conditions. Unverified against the Federal Register.
What it threatens
Grid interconnection delays and power supply cap the pace of compute build-out. Export policy shifts can reverse.
What it unlocks
Energy and permitting capacity decide who scales first.
Unknown
- Federal Register text of the 2026 rule.
- Interconnection queue figures.
- Lab compute concentration.
What the Force holds
Treasury is small. Reserve held. No spending. Posture: watch.