The mechanism: The federal government has spent the last year systematically removing the two biggest bottlenecks to AI data center buildout — grid interconnection queues and generation siting. DOE has issued requests for proposals to co-locate AI data centers with nuclear and gas generation directly on federal land at Idaho National Laboratory, Oak Ridge, Savannah River, and Paducah. Separately, FERC ordered PJM — the nation's largest grid operator — to build formal "colocation" transmission tariffs that let data centers sit behind the meter next to gas and nuclear plants, bypassing years-long interconnection queues. Layer in the White House's May 2025 nuclear executive orders, which pushed DOE to fast-track advanced reactor licensing (a third reactor hit criticality by the administration's self-imposed July 4, 2026 deadline), and the policy machinery for siting power at the compute, not miles away from it, is now operating on all cylinders. That doesn't eliminate the engineering problem — it relocates it. Every behind-the-meter gas turbine or microreactor still needs switchgear to step down and route the power, and every megawatt landing in a rack still needs to be cooled. That's where Eaton and Vertiv split.