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
They say this will include hundreds of thousands of jobs. I have little doubt that dedicated power generation and storage is included in their plans.

Also I have no doubt that the timing is deliberate and that this is not happening without government endorsement. If I had to guess the US military also is involved in this and sees this initiative as important for national security.

>>consta+V3
Is there really any government involvement here? I only see Softbank, Oracle, and OpenAI pledging to invest $500B (over some timescale), but no real support on the government end outside of moral support. This isn't some infrastructure investment package like the IRA, it's just a unilateral promise by a few companies to invest in data centers (which I'm sure they are doing anyway).

>>cmdli+8m
It’s light on details, but from The Guardian’s reporting:

> The president indicated he would use emergency declarations to expedite the project’s development, particularly regarding energy infrastructure.

> “We have to get this stuff built,” Trump said. “They have to produce a lot of electricity and we’ll make it possible for them to get that production done very easily at their own plants.

https://www.theguardian.com/us-news/2025/jan/21/trump-ai-joi...