[kd913]

They worked out because there was an excess of energy and water to handle it.

We will see how the maths works out given there is 19 GW shortage of power. 7 year lead time for Siemens power turbines, 3-5 years for transformers.

Raw commodities are shooting up, not enough education to cover nuclear and SMEs and the RoI is already underwater.

[SketchySeaBeast]

My cynical take is that it'll works out just fine for the data centers, but the neighbouring communities won't care for the constant rolling blackouts.

[kd913]

Okay but even in that case the hardware suffers significant under utilisation which massively hits RoI. (I think I read they only achieve 30% utilisation in this scenario)

[SketchySeaBeast]

Why would that be the case if we assume the grid prioritizes the data centers?

[kd913]

That is not a correct assumption. https://ig.ft.com/ai-power/

Reports in North Virginia and Texas are stating existing data centres are being capped 30% to prevent residential brownouts.

[SketchySeaBeast]

That article appears to be stuck behind a paywall, so I can't speak to it.

That's good for now, but considering the federal push to prevent states from creating AI regulations, and the overall technological oligopoly we have going on, I wonder if, in the near future, their energy requirements might get prioritized. Again, cynical. Possibly making up scenarios. I'm just concerned when more and more centers pop up in communities with less protections.