---
id: "quote-new-scarcity"
type: "quote"
source_timestamps: ["¶1"]
tags: ["scarcity", "infrastructure"]
related: ["claim-ai-bottleneck-electricity"]
speaker: "Yinuo Tang and Eric Yanfei Zhao"
speakers: ["Yinuo Tang", "Eric Yanfei Zhao"]
sources: ["futures"]
sourceVaultSlug: "hbr-seg-futures"
originDay: 2
articleStem: "hbr-nm-101-energy-strategy-ai"
sourceUrl: "https://hbr.org/2026/06/your-company-needs-an-energy-strategy-for-ais-next-phase"
sourceTitle: "Your Company Needs an Energy Strategy for AI’s Next Phase"
---
# The new scarcity is energy infrastructure

> "The new scarcity is not intelligence but the energy-intensive infrastructure required to produce and deliver it."

— [[entity-yinuo-tang]] and [[entity-eric-yanfei-zhao]] (¶1)

## Significance
The opening thesis statement in miniature. It compresses [[claim-ai-bottleneck-electricity]] into a single line and sets up the entire [[framework-great-value-loop-eras|Great Value Loop]] argument.