[piva00]

> Basically what I'm saying is that if datacenters with the closest thing you'll ever see to infinite piles of cash can't expand the grid then we're in for a very rough time.

Isn't the problem that the grid operators/generators have been asking for them to commit part of this huge pile of cash before they start the expensive buildout process but the DCs are refusing to do so?

I don't think it says anything about having a rough time, the grid would expand if those requesting major expansions would commit paying for them. Instead the grid is being told "we need it, build it, and we will pay after" which for the kind of massive investment necessary to push extra dozens of GW is absurdly risky. If the grid starts major expansion and AI investments crumbles in 3-5 years then it's both a waste of resources while also requiring grid operators to charge more the current consumers to bridge the gap left by the AI DCs.

The only thing I can see showing a very rough time is the entitlement of these companies, just because they are surfing a humongous phase of investments they feel they don't need to play by the rules that always existed: if you need something massive you gotta pay for it.