I am interested to see how this plays out and what will happen to potentially stranded assets. Not even talking about outdated chips but all these gas turbines. I appreciate what this push can do to the built out of grids etc.
Worse, the burden [generating energy] increasingly falls on the buyer [data center developers]
I don't believe this is worse, but appropriate. The grid is a shared resource, used by enterprise and individuals. If some class of consumers demand an outsized share of that resource, they should pay an outsized share of its maintenance and development. I don't see that happening.
It's as if trucking companies flooded the highways with so many trucks that people couldn't commute to work anymore.
> It's as if trucking companies flooded the highways with so many trucks that people couldn't commute to work anymore.
Funnily, that's precisely what happened to America's rail network. Enterprise demanded unlimited right of way to the point that it's laughable to even consider transit by rail these days.
It's going exactly as well as you'd imagine. I expect our power infrastructure is going to be treated exactly the same as our rail infrastructure: legacy public assets to be exploited indefinitely[0] for free[1] profit, and never invested in until failure becomes an existential threat[2]
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Funnily, that's precisely what happened to America's rail network. Enterprise demanded unlimited right of way to the point that it's laughable to even consider transit by rail these days.
It's going exactly as well as you'd imagine. I expect our power infrastructure is going to be treated exactly the same as our rail infrastructure: legacy public assets to be exploited indefinitely[0] for free[1] profit, and never invested in until failure becomes an existential threat[2]
[0] until next quarter
[1] losses are the public's problem
[2] unless the government bails you out