Intelligence is steadily evolving into a foundational economic resource, comparable to electricity, the internet, and cloud infrastructure. As AI adoption scales, the primary constraint will shift away from algorithms and toward the global capacity to supply computational resources. This transition redirects strategic attention from model development to investments in energy infrastructure, semiconductor manufacturing, data networks, and hyperscale data centers. Over time, competitive advantage will depend less on access to financial capital and increasingly on access to compute and the energy required to sustain it.