And Then No One Could Connect to the Grid
Prologue: Silent Infrastructure, Unspoken Weather Risks
I never thought a time would come when the word "connection" would feel so powerless.
Once, connection was hope. The internet would connect everything, AI would predict everything, and the future was always supposed to connect neatly. No, it was by believing that things would connect that people were able to commit to the next capital investment. They were able to entrust the next trust.
But before I knew it, connection had become a privilege.
And in Texas in 2025, it finally became a right to be denied.
In July 2025, a torrential downpour hit the Texas Hill Country, raising the Guadalupe River by 26 feet in 45 minutes. In just 45 minutes, the terrain, lives, and even national visions were swallowed up. Electricity fell silent. AI lost its cooling. Above all, humans could not even receive warnings.
It was not "weather." It was a "severance."
It was not just the power grid that was severed.
It was human imagination itself.
Texas had once again been left behind by the future.
Once, it was a "blackout" that propelled Schwarzenegger to the governorship.
The power manipulation and grid collapse by Enron were not mere infrastructure accidents. They were devices to overturn the structure of politics. And now, the same composition is returning. This time, on top of a much larger myth called AI.
The Stargate Project. It was the "infrastructure spaceport for the AGI era" touted by SoftBank, OpenAI, and the nation.
In the wilderness of Abilene, Texas, 20 sites and 1.2 GW-class giant AI reactors were supposed to rise. But on the sidelines, Governor Greg Abbott declares:
"That connection is your responsibility."
The governor signed the SB6 bill, imposing the full cost of grid connection on data centers and even granting the right to cut off power in emergencies.
This is not "regulation." It is a "God's kill switch" in the name of discretionary power over electricity.
SB6 is not an abbreviation for SoftBank 6. It is the common name for "Senate Bill 6" which was actually passed by the Texas Senate.
The regulatory unit is a mere 75 megawatts (MW). That is less than one-thirteenth of a gigawatt.
Meanwhile, the Stargate Project requires 5 gigawatts (5,000 MW). In other words, the "devil's number" of 66.6 times 75 MW appears there.
At this point, electricity is no longer infrastructure.
It is politics.
And "AI without electricity" is just a black box.
But even so, they shout, "The future is connected."
Is that really true?
Isn't it only the rhetoric that is connected?
The power lines are rotting, the cooling water is drying up, and both the market and companies are beginning to withdraw.
Microsoft has gone silent. Amazon has also scaled back. The UAE's Stargate has seen its operational schedule extended, and reports have ceased. Silence is the current state of connection.
So, let's confirm one more time.
It is not that "no one could connect to the grid anymore."
It is that no one could bear the myth of connection anymore.
This story is not a structural analysis of AI infrastructure.
It is a record of witnessing why the era that relied entirely on the word "connection" is coming to an end.
Beyond this chapter, there will be no hope depicted.
All that remains is silence.
But that is the fact that needs to be told most right now.
Chapter 1: The Stop Line of Déjà Vu—Microsoft and Amazon Freeze Expansion
It was always assumed that beyond the Stargate, there would be an Ark.
But that was a delusion. Beyond the horizon lies not an Ark, but red ink on the balance sheet and unpaid invoices for connection costs.
In 2024, the 'AI Infrastructure Initiative' announced by OpenAI and SoftBank was also the world's largest energy supply and demand plan. The temple for AGI, aiming for the pinnacle of computing power, sought to depict a city like an artificial planet in the Texas wilderness, consisting of liquid cooling, battery storage, and hundreds of thousands of GPUs.
Yet, in the midst of that frenzy, everyone had forgotten.
The retreat had already begun.
Microsoft: A Quiet Retreat
In the spring of 2025, Microsoft canceled or 'indefinitely postponed' multiple data center contracts that were underway in Wisconsin and Ohio. The reason given was 'a re-evaluation of power supply and market conditions.' In other words, there isn't enough electricity.
Moreover, they did not say this loudly. Public relations only said 'Pause.' But those in the know understood. A pause is a protocol for withdrawal.
Server racks were not installed, water rights for cooling were returned, and local jobs became a phantom. Local governments showed anger, but Microsoft remained silent. It was the moment the story that AI would expand forever was quietly closed.
Amazon: The End of a Side Business
AWS is no exception.
According to a Wells Fargo research report, Amazon is readjusting its AI data center leases, which were being pursued domestically and internationally, toward a reduction. The computing resource business, which started as a side hustle, now has side effects that are too strong.
Every time they compute, several megawatts vanish.
Building a data center begins with political negotiations with power companies and involves lobbying that feels like a religion, covering cooling rights, water source usage, local employment, and tax adjustments.
Beyond the cloud lies steam, vested interests, and broken connections.
The AGI Rush Begins to Stall
Until just a few years ago, hegemony in the AGI era was measured by 'square meters of data centers' and 'number of GPU rack rows.' But now, there are those who have started to step off that game.
Why?
The answer is simple.
Because 'whether it is possible to connect' has become more uncertain than 'whether AI is profitable.'
Power companies are cold. State governments are wavering. NIMBY (Not In My Backyard) is spreading. Floods and cold waves never stop. And when disconnection bills for power grids, like SB6, are passed, private companies abandon the word 'expansion' faster than anything else.
Someone said that AI will not stop.
But it is not AI that will stop.
The human side that provides electricity to AI will stop first.
From Myth to Reality: The Logic of Withdrawal
AI infrastructure is stopping because it was meant to stop.
Power supply is merely a resource subject to political permission.
Both MS and AWS have chosen 'reality over fantasy' based on the logic of capital.
And SoftBank has not yet realized this.
The story has now entered the chapter of contraction.
Power lines will not extend. GPUs will not arrive.
But what has failed to arrive most significantly is the belief itself that 'the future will expand.'
Chapter 2: Will the Stargate opened in the UAE really work?
A myth drawn in the desert, the conclusion of its silence
The future resides in the desert.
That conviction is the religious origin of the AI empire.
When Silicon Valley became saturated, Texas wavered, Microsoft retreated, and AWS grew cautious, this was the next vision drawn up by OpenAI and SoftBank.
'Let us build an AGI temple in the Middle East.'
Its name is 'Stargate UAE'.
In reports from the end of 2024, it was launched as a plan for one of the world's largest AI computing hubs in Abu Dhabi, intended to be a 5-gigawatt class facility that would ultimately support OpenAI's AGI training at full scale.
It is truly a stargate built in the desert.
The halted opening ceremony
However, compared to the frenzy of the plan, the frequency of reports gradually faded.
There is no official construction footage, progress releases are delayed, and the funding scheme is opaque. Whether substantial construction is actually underway is considered 'unknown' even among tactical reports and those involved in the UAE.
Even the 200MW-class Phase 1 facility, which was scheduled for initial operation, is now considered hopeless for operation within 2025.
And above all, with OpenAI itself now preoccupied with internal management instability, technical divisions, and sorting out its relationship with Microsoft, the most sober reality is that they do not have the spare capacity to build a stargate in the desert for AGI.
Between the desert and electricity
Even if it were built, could the UAE's infrastructure withstand AGI computing?
The answer is yes, and no.
It is true that the UAE boasts one of the world's largest solar power capacities, and electricity unit prices are compressed by national policy.
However, that cheap electricity is a national strategic resource, and there is no guarantee that foreign infrastructure companies can enjoy it without limit.
Cooling requires massive amounts of desalinated water. There is a limit to relying on desert groundwater.
In an environment where the outside temperature exceeds 45 degrees Celsius, cooling becomes more of an issue than power generation for keeping a GPU farm running stably.
In addition, as of 2025, the UAE is delicately balancing geopolitical dynamics within the Middle East, and the pushback against US-led AI infrastructure is also becoming complex.
Stargate UAE is a connection fantasy drawn in the desert.
Investment proceeds. But it does not necessarily mean it will open.
SBG (SoftBank Group) is also investing in this project.
They can provide capital. They can hold press conferences.
But cooling water is not created by investment, and grid power does not arrive just because you pray for it.
Because the UAE hub, which was supposed to be the foundation of the AI empire, is not moving, the plan is clearly tilting toward a single-point dependency (= Abilene, Texas).
There, floods come. Cold waves come. State laws pass. SB6 is triggered.
The UAE was envisioned as an insurance stargate.
But that insurance is now in default.
The unopened stargate, its symbolism
A stargate is, originally, a myth.
It is a door to another dimension, a reboot device for civilization, and a temple of computation.
However, temples are not built easily.
What is needed there is not funding or ideals, but water, electricity, and connectable politics.
The silence of the Stargate UAE project proves that prayers in the AI myth go unanswered.
AI can be predicted, but climate and politics cannot.
And the most unpredictable thing of all is 'how long, and who, actually believes in this plan.'
Chapter 3: The Myth Torn by Climate and Airflow—The Paradox of Texas Floods, Cold Waves, and the Construction of an AI Empire
'What runs cutting-edge AI is not ethics, but cooling water.'
I wonder how many future architects are aware of this inconvenient truth.
July 2025, Central Texas.
It was an incident far too physical for a myth to collapse.
The Guadalupe River rose 26 feet in 45 minutes.
One of the worst flash floods in U.S. history. 129 dead. Over 170 missing. $18 billion in damages.
Data centers? Power outage.
Communications? Cut off.
AI? Silence.
The grand hypothesis that 'AGI will become a god' was easily broken by the relentless rain and the rising of a small river.
The 'Forbidden Land' known as Flash Flood Alley
In Central Texas, there is a zone called Flash Flood Alley.
It is one of the regions in America where sudden floods occur most frequently. The riverbeds are narrow, and the ground is dry with low water absorption. In other words, 'if it rains, it flows.'
And where it flows, there are server rooms.
Abilene, named as a core hub for the AI national project, appears to be at a distance from this flood zone. However, climate disasters strike not as points, but as areas.
Servers are vulnerable to water. AI is vulnerable to humidity. But the most fragile thing is the structure itself, which does not account for suspension.
2021: A Civilization That Vanished in the Ice
Memories tend to fade, but we must not forget the Texas cold wave 'Uri.' In February 2021, temperatures hit -18 degrees Celsius. Natural gas power generation froze. Power transmission stopped. 4 million households in the state lost power, and at least 246 people died. Up to $195 billion—the largest economic loss from a natural disaster in U.S. history.
At that time, the Texas power grid, ERCOT, was an independent system with no connections to other states. In other words, there were no cables to call for help.
This isolation is the stage for the Stargate concept.
If a disaster comes, there is no escape route.
Cooling will stop, computation will freeze, and AGI will fall into a permanent shutdown state.
The limit of AGI is not ethics, but freezing.
That is not a metaphor. In real sub-zero temperatures, the system broke.
The 'Critical Point of Civilization' Governed by Climate Change
The paradox that AI, which was supposed to govern the future, succumbs to the most classical of weather changes.
Even in the age of AI, power supply remains under geographical and physical constraints.
Solar power cannot be used at night. Wind cannot generate power if it doesn't blow. If a river floods, it is not cooling water, but muddy water that fills the pipes.
Nevertheless, the Stargate project is proceeding without assuming the worst-case scenario of a 'total shutdown due to disaster.'
Moreover, it is not an unforeseen event.
Disasters that have occurred in the past are predicting the very weaknesses of future plans.
It is always the weakest variable that breaks the strongest computing engine
AI can simulate the intelligence of a genius, but it cannot prevent rain clouds.
AGI may have the potential to surpass human intelligence, but if a power line falls, it is just a lump of metal.
Infrastructure sinks, dragging everything down with it, just by slightly exceeding its design assumptions.
The greatest enemy of the Stargate Project is not AGI. It is clouds. It is wind. It is air currents.
The computing temples built in Texas are now nothing more than ICT civil engineering structures at the mercy of the weather. And the cycle of that weather is undeniably intensifying.
This is no coincidence.
It is the natural consequence of a plan that ignored 'real-world climate'.
Chapter 4: Governor Abbott and SB6—The Political Apparatus of Connection Denial
Is it floods or cold waves that stop the future?
No, it is a single sheet of paper.
In 2025, Senate Bill 6 (commonly known as SB6), which passed the Texas Legislature, was a bill of only nine pages. But its effect was more realistic, swifter, and more fatal than hundreds of teraflops of future computers.
SB6—it is a bill that codified the right of the State of Texas to refuse connection to the future.
The Structure of SB6: To Connect, First 'Pay Up'
What this bill established is simple.
Data centers attempting to connect to the Texas grid (ERCOT) must bear the full cost of infrastructure upgrades for grid stabilization.
Furthermore, it strengthened the clause that ERCOT can restrict or cut off power supply in order of priority during emergencies.
Additionally, the supplementary explanation of SB6 states:
'High-load, non-continuous demand hubs such as AI and mining can be subject to disconnection in emergencies.'
In other words, this is not about the freedom of connection.
It is the legalization of the 'freedom not to connect' and the 'political discretion to refuse connection'.
Governor Abbott as the Isolation Switch
Texas Governor Greg Abbott not only signed SB6 but also clearly articulated its philosophy.
'We are preparing for the future. But we cannot allow power outages for the sake of irresponsible computing.'
This statement sounds reasonable at first glance.
But, in reverse, it is saying this:
'AI data centers are a destabilizing factor for the state's infrastructure.'
AI facilities, once praised as symbols of the future, are being treated in a political context as 'targets for cutting,' 'causes of power outages,' and 'load devices'.
At this point, the Stargate project has been defeated.
It has been defined as a target that can be politically blocked before it is even physically constructed.
Connection is not an 'infrastructure,' it is a 'relationship'
Many of the fantasies surrounding AI infrastructure are supported by the misconception that things will work if you just have the technology and the money.
But in reality, a data center is a political entity.
Connection is not merely a matter of cables.
It is an ecosystem built on trust with state governments, consensus with citizens, and coordination with local communities.
What SB6 demonstrated is precisely this reversal.
Giant AI facilities are no longer welcome.
AGI computing does not translate into votes for the governor.
And, if it is not connected, no matter how high-performance it is, it is just a warehouse.
Decentralization of decision-making power regarding electricity
Here, we should notice another deep structure.
In reality, the state does not control power supply in the United States.
East/Midwest: Multiple interconnected grids (PJM, MISO) are under federal regulation.
Texas: There is an independent kingdom called ERCOT, which operates without federal interference.
This means that the fact of whether an 'AI National Initiative' moves forward can be decided by a single state governor with a Yes or No.
SB6 created a mechanism where the state side completely holds the neck of the connection in Texas, the core hub of AI infrastructure.
At this moment, the Stargate project was downgraded from a U.S. national plan to a fragile local project that can be stopped by the 'mood' of the state of Texas.
Asking again: 'Who stops the future?'
The question of who creates the future is beautiful.
But the reality of 2025 is confronting us with the opposite.
'Who stops the future?'
The answer is surprisingly close to home.
Floods? Cold waves? No.
It is the governor. It is the state legislature. It is the power distribution company.
And it is the law called SB6.
Politics is the procedure for cutting off power.
That switch is now disconnecting the future.
Chapter 5: The Reality of Expansion and Contraction—Impatience for Excess and the Web of Reality
The future always begins with the word expansion.
However, there is no word for retreat.
There is no announcement of the withdrawal.
There is no press coverage. No photos, no ceremonies, no ribbon-cutting.
All that remains are the plots that were never broken ground on and the forgotten project plans.
With the dawn of the AGI era, dozens of cloud, AI, semiconductor, real estate, and investment firms expanded their bases across North America to serve as the core of the 'Computational Nation'.
Texas, Arizona, Wisconsin, Ohio, Iowa, and... the UAE.
Computational reactors, liquid cooling pipes, 1.2GW-class transformers. Constellations of servers were mapped out.
But, in 2025.
The constellations are beginning to fade.
Microsoft: A Euphemistic Homecoming Called 'Pause'
Microsoft was the symbol of expansion.
It was the physical manifestation of Azure, the back-end for OpenAI, and the skeleton of the cloud.
However, in the spring of 2025—
In Ohio and Wisconsin, multiple data center construction projects were treated as 'paused'.
Notifications to stakeholders were quiet. Local newspaper scoops were small, and there were no official announcements.
The project plans remain as they were. The land remains vacant. The heavy machinery never arrived.
What is a 'pause'?
It is not a procedure for turning back. It is a withdrawal disguised as a standstill.
Microsoft is not withdrawing.
However, it is not moving forward.
Amazon: A Core That Lost Its Heat
Amazon's AWS was the same.
At one point, they were buying up land all over the world. Land, power, and water cooling rights.
But, entering 2025, it was reported that they had begun reviewing lease and construction investments, primarily overseas, against a backdrop of cloud operational loads, power demand constraints, and deteriorating capital efficiency.
At the root of that decision is the fading magic of the AGI expansion model.
And one more thing.
The cold, hard reality that 'power supply is reaching a level that cannot be factored into business risk'.
An AWS vice president disputed a Wells Fargo report, but 'disappeared sublease agreements' speak more eloquently than 'denied reports'.
The Computational Bubble: From Rapid Expansion to Rapid Compression
Infrastructure investment supporting AGI is different from infrastructure investment in peacetime.
It was an act of anticipating the future and buying up the power, land, water, and GPUs that would eventually arrive.
But the Texas cold snap, the silence of the UAE, and the connection rejections of SB6 have made it clear that the 'speed of the future's arrival' is far slower than humans anticipated.
So what happens?
The overheated computational economy vaporizes without being able to cool down.
That is the phenomenon currently occurring along the quiet withdrawal lines of Microsoft and Amazon.
No one says they are 'withdrawing.' But there is no connection. There is no operation. Like air leaking out, it is disappearing.
The Silent Investors—What SoftBank Is Failing to See
Even as the computational bubble begins to burst, someone is still supporting the myth. That is the SoftBank Group.
They believe that 'AI will change everything,' and on the premise that it will change, they are trying to overwrite everything.
But they are not looking.
• At the shortage of cooling water.
• At the political discretion of power supply.
• At the fact that the UAE's Stargate is silent.
• At the fact that Microsoft is no longer moving forward.
Those who invest in the future most disregard the resistance of the present.
The Structure of Connection Refusal at the End of Expansion
When expansion stops, there is no sound.
However, there is a clear structure to this soundless withdrawal.
It is—
・Cannot be cooled
・Not enough power
・Grid connection denied
・Disaster strikes
・Regulations change
・Residents object
All of these shatter the illusion of an AI infrastructure that simply expands.
And there is one thing that is certain.
AI does not grow infinitely. Unless it is connected, computation cannot begin.
Chapter 6: The Infrastructure Lost in the AI National Plan—The Crisis of Faith for SoftBank/OpenAI
In the age of AI, the most overlooked thing was the utility pole.
Those who spoke of the computational myth did not see the power lines beyond the ceiling.
And by the time they realized it, no one could connect to the grid anymore.
The Structural Fallacy of SoftBank as an 'Investment Nation'
Masayoshi Son's vision is always ahead of the curve.
That is certain. The problem is that this 'ahead' is not connected to anything.
SoftBank Group invests in AI. It invests in chips. It invests in robots, space, and computational reactors.
But it does not invest in infrastructure.
They consistently 'do not build facilities.' They have operated on the illusion that they can throw capital and vision at something, and someone else will take care of the rest.
SBG is a missionary and financier for the future myth of AGI.
But its temple has no water, no electricity, and no connection.
AGI was supposed to be an entity capable of calculating everything.
But if it cannot calculate a power outage, it is just a high-performance death rattle.
The Metamorphosis of OpenAI: From 'Moral Future' to 'Power-Dependent Organization'
Meanwhile, what about OpenAI?
They, too, started out by advocating for safe AGI for humanity.
But since the ChatGPT boom of 2023, the situation has changed.
They have plunged into an endless computational rush of monetization, GPU acquisition, Microsoft dependency, and the AGI development race.
In other words, OpenAI has been drawn into the race to secure computational facilities.
The result was the Stargate project in Texas and the expansion plan for the UAE.
But, as we have seen so far,
・Texas is cut off by floods, cold waves, and SB6.
・The UAE is silent due to geopolitics and cooling limits.
・Microsoft is beginning to pause construction.
・OpenAI is now facing a 'future where it cannot compute.'
・There are fewer facilities to run AGI than there is technology to create it.
It is not a matter of ethics, nor is it a matter of policy.
There is simply no electricity.
SBG x OpenAI x Oracle = A Dream Without Infrastructure
The constituent entities of the Stargate project are SBG (capital) + OpenAI (computation) + Oracle (foundation).
However, all three of these parties share a common weakness.
・None of them 'generate their own power'
・None of them 'reach political agreements with local communities'
・None of them 'discuss construction designs that assume natural disasters'
In short, this is a collaboration structure that cannot be connected.
Stargate is not a gateway to the future.
It is a faith-based space of three different kinds that connects to nothing at all.
The Terminal Point for Infrastructure Lost: A Map of a 'Future That Won't Run'
Computing facilities depend on the state.
Electricity, cooling water, land, regulations, and local governance.
SBG and OpenAI, holding none of these, are merely 'travelers who have spread out a map of the future but are connected to no roads at all.'
And on the map, it is written:
Beyond this point, there is no road.
The UAE stalls, Abilene stalls, OpenAI wanders, and SBG continues to invest.
The coordinates of the future have now deviated from reality and are floating in mid-air.
The 'Unconnected' Future and the Hollowing Out of the State
When the Stargate project fails, it will not end as a corporate failure.
It will also be the 'expiration of words' for every government that spoke of AI infrastructure as a national strategy.
The AI nation concept was, in reality, a 'computing facility nation' concept.
And it was rejected by the realistic layer of earth: utility poles, cooling, disasters, grid connections, trust, and distributed power sources.
Here, the future is determined not by concepts, but by water pipes, power lines, and parliaments.
Chapter 7: The Trap of Power Loss—The Moment the AI Scenario Stops
Will AI die?
—To be precise, it will fall silent.
The extinction of intelligence does not arrive with sparks or explosions.
It arrives with a sudden cooling shutdown and a silent black screen.
The Stargate project does not rely on GPUs, TPUs, or computational optimization technology.
What is needed before all of those is simply 'electricity' and 'water'.
And right now, those fundamental resources are falling into a state of being impossible to secure.
Loss of Cooling = Collapse of Logic
Data centers, the front line of AI computing, maintain operations through liquid cooling circulation. The amount of electricity a single H100 GPU consumes in a day is no longer comparable to a household refrigerator, but rather a small factory.
A GPU cluster of 1,000 units requires city-scale electricity and water cooling at all times.
What happens if that cooling system stops due to power supply disturbances or the failure of water usage rights?
The system automatically detects thermal runaway and performs an emergency shutdown.
Data evaporates from the RAM. Computing processes are lost.
Restarting requires large-scale inspection and re-optimization processes.
From the moment it stops, AI becomes a device that cannot think.
And there is no guarantee of the personnel or time required to restore it.
When 'Redundancy' Is Not Redundant
The first reaction to power loss is this:
'There is a UPS (Uninterruptible Power Supply), isn't there?'
'There are private power generators, aren't there?'
—But that is a misunderstanding.
The operating time of a UPS is at most a few minutes to a dozen minutes.
For a private generator to operate, fuel supply and maintenance are essential.
Redundant power supplies are powerless against a shortage of cooling water.
In the first place, 'political power cuts' like SB6 are not included in the scope of avoidance.
In other words, large-scale computing facilities like Stargate cannot, in principle, withstand a 'power outage of more than a few minutes'.
This structural weakness can be triggered at any time by natural disasters and institutional design flaws, without waiting for external attacks.
The Blacked-Out Computing Myth
Power loss is not a temporary failure.
It signifies a state where the plans of civilization are held in suspension without being executed.
・'AGI development progress'
・'Final phase of LLM training'
・'Real-time processing of edge inference'
・'Dialogue logs of personalized AI'
All of these are designed with a structure that does not assume they will be lost before being remembered.
'Silence' is not anticipated.
Because they were designed on the premise that the future is always running.
However, the actual physical world does not take operation for granted.
The death of AI is not the death of a god. It is the death of equipment.
Heidegger once said,
'Existence is what is within reach.'
The same can be said.
AI can only exist within the reach of electricity.
Whether the dream of AGI exceeds 100 trillion parameters, is super-resolution, or meta-linguistic self-learning, it is all a matter of 'as long as there is electricity'.
The moment the power is cut, AI becomes 'nothing'.
Not only does the computing function stop, but human expectations themselves are disconnected.
The final question: 'What is an AGI when the supply is cut off?'
If AI is truly an intelligence, what does it think about when the power is lost?
Perhaps it thinks nothing.
Because it is an intelligence that lacks the resources to think.
The final form of AGI is not computation.
It is a test of existence without philosophy: 'How much can you endure when you are disconnected?'
And currently, there is no AGI infrastructure that can withstand that.
Final Chapter: The Silent Future, the Unconnected Myth
The quiet end of capitalism that used the future as collateral
Bankruptcy is not about running out of funds.
It is about running out of stories to tell.
The Stargate Project. It was one of the greatest stories ever told, about 'connecting the future.' But now, that door can no longer be opened by anyone.
Microsoft has paused its expansion,
Amazon is re-evaluating its overseas deployment,
OpenAI is more preoccupied with GPU supply and fundraising than with AGI,
and SoftBank has become a ghost that continues to invest only by borrowing money.
And the UAE's Stargate is quietly being buried in the sand.
Where, exactly, is the future connected to?
No one has the answer.
Silent Nations, Severed Visions
Texas has refused to connect.
Bill SB6 made power supply a matter of choice and designated data centers as targets for disconnection.
Climate change strikes without mercy, and floods and cold waves sever power lines and cooling water supplies.
And the computing infrastructure stands silent, unable to do anything.
This is not a failure of infrastructure.
It is a phenomenon where the storytellers of civilization have lost their right to speak.
Everyone who spoke of AI as hope is now standing still in the face of the reality of electricity.
Unconnected Myths, Companies That Keep Telling Them Anyway
The SoftBank Group is still talking.
Masayoshi Son keeps saying that AI will save humanity.
The Vision Fund keeps investing in the next AI.
But the AI facilities built by their investees have no electricity. They have no water. The grid rejects them.
The narrative continues. But there is no connection.
This signifies the end of future capitalism.
Capital will continue to be discussed. Hope will also be spoken of.
But a story that cannot be connected does not become a product. It does not become an institution. It does not remain in reality.
What Remains Is 'Silence' and 'Pending Temples'
The Stargate will not rise.
Only the foundation remains, blowing in the wind.
A place that exists on the map, but where no one goes.
Funds flowed, but the story never began.
And the future never began, either.
The future is realized not through computation, but through connection.
When that connection is rejected by institutions, destroyed by nature, severed by politics, and guaranteed by no one, humanity temporarily loses the right to speak of the future.
The Final Connection, Which Is a Question
The Stargate Project is over.
But our questions begin here.
・Whose right is connection?
・Who will pull the plug on the future?
・Is a power outage just an equipment failure?
・Or is it a forced termination of a myth that has been told too many times?
And the most important question:
"Are we not, who believe in a future that is not connected, already off the line?"
Those who speak will continue to speak.
But that is a story that will not be connected.
And then no one could connect to the grid.
― The End ―
https://note.com/aiethics496/n/n5fa7df385644
Rintaro Takechi