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Trump Will Force Big-Tech To Subsidize Expensive Power Bills
By every outward appearance, Donald Trump's very concerned about his inflation polling headed into t
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Gas turbines, natgas pipelines, transmission lines, and other power infrastructure to serve DC demand cannot be magicked into existence, so I don’t know how this will change the demand/supply for power. Making data centers fund the capital costs of that infrastructure is overdue; more debt funding needed, and changing variable cost to fixed. This should winnow some of the more speculative planned datacenter growth.
Yep. The issue this may address is double & triple ordering by datacenter operators of future supply needs. With no requirements to take or pay, that’s rational behavior which clouds the real demand numbers. How do utilities plan capacity expansion if their future demand assumptions have a large percentage of phantom demand?
I’ll try and dig up an article from last October highlighting how about 50% of orders vaporized when a state (Ohio I think) imposed a take-or-pay requirement.
The forecasts for AI energy consumption could moderate. Analysts use MW as their starting point for AI datacenter capex forecasts.
MW is …. ? Muddy water? That sounds appropriate!
Ah, megawatts. I prefer Muddy Waters.
And yet, Trump has been blocking offshore wind and other renewable energy projects that might actually help with power demand.
Sounds like socialism to me.
Read the Mayflower Compact. The first document signed on our shores. It was pure socialism. Only way to start a country. Everyone has to help out.
Maybe Trump should add a utility surcharge to crypto transactions since that’s the dumbest use of electricity on the planet.