ASML and Nvidia did see the demand coming. Intel didnt, theyre incompetent.

> There are a lot of countries struggling to keep up with demand. So incompetence?

Mostly, yea. If the government gets out of the way there are plenty of people who would be happy to supply power in exchange for money. The homebuilding analogy is good because homebuilding in the US often has the same issues that plague the electricity market. There's no reason it should take years to build homes in many parts of this country, but it does.