The battle for megawatts: why restricting data centers is a strategic mistake | Fortune

Serhiy Tokarev, co-founder and general partner at Ukrainian investment group Roosh, argues in Fortune that restricting data centers to conserve power is a strategic error, framing the policy debate as a battle for megawatts that pits AI infrastructure demand against energy constraints. Tokarev, whose firm holds AI infrastructure and energy companies in its portfolio, contends that curbing data-center buildout risks ceding long-term competitiveness rather than solving supply problems. The piece, published November 7, 2026, does not disclose specific investment figures or capacity numbers in the excerpt provided. It matters because power availability is emerging as a binding constraint on AI expansion, shaping where hyperscalers and developers can site facilities. Watch next for how regulators and utilities weigh data-center restrictions against grid investment and generation buildout.