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
Gas turbines can be spun up really quickly through either portable systems (like xAI did for their cluster) [1] or actual builds [2] in an emergency. The biggest limitation is permits.

With a state like Texas and a Federal Government thats onboard these permits would be a much smaller issue. The press conference makes this seem more like, "drill baby drill" (drilling natural gas) and directly talking about them spinning up their own power plants.

[1] https://www.kunr.org/npr-news/2024-09-11/how-memphis-became-...

[2] https://www.gevernova.com/gas-power/resources/case-studies/t...