Somebody do the math on when we will reliably start running out of Grid Power. Than only this "AI builout" will slow down. Manufactiring generators is boring, and very less invested than manufacturing AI servers.
not only is it impossible to build that much power generation on those timelines
it's also not possible to build enough GPUs to fill a purported tripling of US datacenter capacity
what's the ROI on giant empty warehouses full of empty server racks and no electricity?
They can afford to pay more.