[nevir]

The capital cost is even less insane than the fact that power utility companies are the real constraint on this industry.

North American grids are starving for electricity right now.

Someone ought to do a deep dive into how much actual total excess power capacity we have today (that could feasibly be used by data center megacampuses), and how much capacity is coming online and when.

Power plants are massively slow undertakings.

All these datacenters deals seem to be making an assumption that capacity will magically appear in time, and/or that competition for it doesn't exist.

[komali2]

We have a nuclear power plant in Taiwan that was built and never switched on, seems it'd be the perfect way for Taiwan to claw its way into not just providing chips but also just popping them straight into a data center in Fulong.

[Mentlo]

How this is not more examined is beyond me….