Beneath the promise of artificial intelligence lies a reckoning with physical reality: the United States does not have enough electricity to power the machines it is building. Morgan Stanley has quantified the gap at 33 gigawatts — six times New York City's annual consumption — a shortfall that exists not in some projected future but in the present moment. The speed of software has outrun the patience of infrastructure, and the consequences will determine not merely where data centers are built, but which minds — human and artificial — gain access to the tools reshaping civilization.