🔎 Today’s Daily Sift: AI/Robotics ~ AI has reached the physical limits of the cloud. SoftBank CEO Masayoshi Son says the industry may require $5 trillion in annual investment by 2040. That sounds extreme until you see what intelligence now demands. Chips. Power plants. Transmission lines. Data centers. Cooling systems. Water. Land. Political permission. New York is now imposing the first statewide moratorium on new hyperscale data centers while regulators study their impact on electricity prices, water use, and the environment. That is the real signal. The AI bottleneck is no longer only compute. It is consent. Communities are asking why they should absorb the physical cost of an industry whose profits may flow elsewhere. Meanwhile, Nvidia has reportedly removed more than half of its previously approved Asian chip buyers under tougher controls designed to prevent advanced processors from reaching China. The chip supply chain is becoming a controlled border. Austral...