

If you read the article, it’s because power companies are monopolies and so we’ve regulated them rather harshly. They are often compelled to build infrastructure to meet demand, for example. We don’t make the provider of a steel mill, housing builder, etc pay (generally).
And that’s weird, right? It’s one area of the market where we do a planned economy, and all states manage it differently. Now it’s being stress tested in a new way.


It is very interesting to me that we don’t make this requirement for all large power users - factories, big suburbs, etc. Because we give power companies a monopoly (but don’t put them under state control), we often let big building projects force them to expand infrastructure (and then sell access as they do). So this is a whole weird thing with capitalism meeting very regulated monopolies, in a thousand different systems cause every local has different rules.
The thing that’s breaking our systems here isn’t that datacenters are big power users. It is that they can be built so quickly.
I’m surprised we didn’t make ‘bring your own power’ a rule before; I guess it’s infrastructure that generally is useful for many people to timeshare, and often isn’t fully used by just one party? Factories turn off some nights, for eg. And maybe it would be bad to have multiple power providers independently pumping power out?