Honestly, there's so much money rushing into these data centers but comparatively little going into building electrical capacity. Shows how braindead this bubble is. Power is way slower to come online compared to other infrastructure. Power is not something people will cede willingly to AI hyperscalers. And the forces against it will have political will.
Honestly, there's so much money rushing into these data centers but comparatively little going into building electrical capacity. Shows how braindead this bubble is. Power is way slower to come online compared to other infrastructure. Power is not something people will cede willingly to AI hyperscalers. And the forces against it will have political will.