The problem is that most of the AI labs are popping up in TX that has a uniquely isolated electrical grid. Recall how the Texas cold snap a few years ago took down the grid for days. Turns out if you make a grid based on short term profit motifs, it's not going to be flexible enough to take new demand.

It's not the grid's technological limitation. We could have lived in a world with a more connected grid, more nibble utility commissions, and a lot less methane/carbon emissions as a result of it