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
It is not the just queue that is the bottleneck. If the new power plants designed specifically for powering these new AI data centers are connected to the existing electric grid, the energy prices for regular customers will also get affected - most likely in an upwardly fashion. That means, the cost of the transmission upgrades required by these new datacenters will be socialized which is a big problem. There does not seem to be a solution in sight for this challenge.