According to @DowdEdward, AI capital expenditures will slow because power supply is the limiting factor for expansion (source: @DowdEdward on X, Dec 6, 2025). The post explicitly frames electricity availability as the binding constraint on AI build-outs, not demand or financing, indicating a bottleneck for infrastructure growth that traders monitor across AI-exposed assets (source: @DowdEdward on X, Dec 6, 2025). No specific companies, timelines, or metrics were provided in the statement (source: @DowdEdward on X, Dec 6, 2025).