A few things from the last month: A single downed power line near DC caused data centers to drop over 3 gigawatts of load in about 30 seconds, and it took PJM over 10 minutes to stabilize. Wood Mackenzie thinks only about 28% of the 1,066 gigawatts requested for US data center projects will actually get built; the rest is phantom demand. DOE has data centers going from about 4% to 9% of US power demand by 2030. I feel like for two years the constraint everyone talked about was GPU supply, bu
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