OpenAI cancels two regional data centers as power siting stalls.
The grid is the new GPU constraint. Margin compression now has a second binding variable beyond chip supply.
OpenAI quietly cancelled two regional inference centers this quarter, citing power-siting timelines that stretched past 2027. The grid is the binding constraint that won't yield to a fab-build the way GPU supply eventually will.
A two-tier API economy is the structural read. Frontier labs pass the cost through; second-tier providers absorb it as margin. Pricing power follows the gap.
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