And we have a perfect instrument to express this relationship: money. If the service is really important to people they will pay money for it, and the companies can pay some of that money to utility providers. The economy works as intended, everyone is happy. Absolutely no need to invent subsidies or move the burden onto consumers

The problem is that the datacenters need grid investments. And if the utility makes those debt-backed investments but then the DC goes bankrupt, households are on the hook for the debt servicing.

Utilities requiring ten year of prepayment from the DCs makes sense.