Grid-connection queue gates AI datacenter buildout: approved grid capacity, not GPU supply, splits surplus Nordic regions from a paused Denmark and shapes Nvidia's AI-factory response Nordic green power hydropower NO · SE wind DK · SE AI compute demand hyperscalers · developers grid-connection requests TSO grid-connection queue approved grid capacity gate — not GPU supply surplus regions Sweden · Norway Finland · fast live Denmark constrained market queued Nvidia response consortium AI-factory hardware, not capacity locks power-backed buyers grid capacity the scarce rent captured by owners not the chip vendor grid-connected compute gate · scarce rent constrained pause AI-factory