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3 days agoAbsolutely, came here looking for this. Great episode.
memoraz
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Cake day: December 10th, 2025
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As pointed out in the article, because datacenters are pretty fast to build, new power plants need to start construction roughly 1 year before the datacenter starts construction. But that leaves the utilities with alle the risk, unless a robust agreement is in place with the datacenter. What happens if several power plants start construction, but the AI bubbles bursts, and the datacenters are cancelled?