"The biggest driver of delay is simple: our power system doesn’t have enough extra transmission capacity and generation to serve dozens of gigawatts of new, high-utilization demand 100% of the time. Data centers require round-the-clock power at levels that rival or exceed the needs of small cities, and building new transmission infrastructure and generation requires years of permitting, land acquisition, supply chain management, and construction."

https://www.wheresyoured.at/the-ai-industry-is-lying-to-you/