zlacker

>>tedsan+(OP)
~$125B per year would be 2-3% of all domestic investment. It's similar in scale to the GDP of a small middle income country.

If the electric grid — particularly the interconnection queue — is already the bottleneck to data center deployment, is something on this scale even close to possible? If it's a rationalized policy framework (big if!), I would guess there's some major permitting reform announcement coming soon.

>>heyden+82
Don't worry, they said they are doing it in Texas where the power grid is super reliable and able to handle the massive additional load.

>>dwnw+z2
Say what you will about Texas, but they are adding energy capacity, renewables especially, at a much faster rate than any comparable state.

>>heyden+b3
Probably the first state to power all those renewables down at the whim of the president too.