Stop ranking AI data center regions by megawatts—ask who eats the downside
krishnan · x · 2026-10-25
krishnan wraps up a thread arguing that ranking AI data center regions by approved megawatts is the wrong metric; the better test is who bears losses if demand misses and who gains when compute can flex. He proposes making AI developers carry the forecast risk they create: upfront interconnection payments, minimum demand commitments, and paying for flexible load—so households don't finance speculative compute.
Related event: AI Data Center Power Debate: Who Pays When Forecasts Fail(2 posts)→
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