Energy! Chips! ...and INSURANCE? (WTF)
Contrary to popular discourse about AI safety or data shortages, the primary barriers to AI acceleration in 2026 are physical infrastructure constraints—specifically energy grid interconnection (7-year waits), transformer shortages (210-week lead times), and high-bandwidth memory supply—while the most ironic friction point is the insurance industry's inability to price AI risk, causing widespread policy exclusions that freeze enterprise adoption.