100MW+ Datacenters Wait 5-10 Years for Grid Power; Cato Says Let Firms Build Their Own
McDonaghMatthew · x · 2026-09-25
A Blockspace discussion highlights the power bottleneck facing US AI datacenters: industrial-scale service (100MW+) often comes with 5-10 year wait times, and datacenters can only buy power from a single local utility. Travis Fisher of the Cato Institute argues that telling the fastest-moving sector in America to wait a decade is effectively a "no" — the fix is cutting red tape and letting companies build their own power.
More from Infra
- UK Sovereign AI invests in Fractile to build next-gen frontier AI chips — charlieharris01 · 2026-11-11
- What happened when I moved vector retrieval into Snowflake SQL instead of orchestrating RAG outside — dima806_dima · 2026-11-11
- AI chip startup Fractile raises $720M Series C for DRAM-on-processor design — Tom_Westgarth15 · 2026-11-11
- Mobile AI Factory: agentic pipeline builds on-device SLMs that beat 5-shot frontier models — kalyan_kpl · 2026-11-11
- Vivo's Starlink direct-to-cell service hits 10M users in two weeks across Brazil — XFreeze · 2026-11-11
- Nan Ya Plastics to spend NT$11.53B on fifth glass fabric plant on AI server demand — zephyr_z9 · 2026-11-11