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Kyle Baranko on X: "A concern I've heard from many that I do not see as a legitimate concern, depending on how we power the datacenter buildout: What if AI load growth is overblown and we have tons of stranded assets? Stranded assets are only a social concern if they're included in the rate base." / X

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To view keyboard shortcuts, press question mark View keyboard shortcuts Messages Home Explore Notifications Messages Grok Communities Premium Verified Orgs Profile More Post kristie! @kristiehuang Post Reply See new posts Conversation Duncan S. Campbell reposted Kyle Baranko @kyle__cb A concern I've heard from many that I do not see as a legitimate concern, depending on how we power the datacenter buildout: What if AI load growth is overblown and we have tons of stranded assets? Stranded assets are only a social concern if they're included in the rate base. If they aren't, even an AI boom/bust cycle could be a net positive One peril of fully grid-connected datacenters are the transmission upgrades required to ensure deliverability, the costs of which are spread throughout the utility's rate base. You don't want to force residential consumers captured by a utility monopoly to share the risk in a tech giant's AI bet and foot the bill if the project fails. @AriPeskoe has covered t

Kyle Baranko @kyle__cb A concern I've heard from many that I do not see as a legitimate concern, depending on how we power the datacenter buildout: What if AI load growth is overblown and we have tons of stranded assets? Stranded assets are only a social concern if they're included in the rate base. If they aren't, even an AI boom/bust cycle could be a net positive One peril of fully grid-connected datacenters are the transmission upgrades required to ensure deliverability, the costs of which are spread throughout the utility's rate base. You don't want to force residential consumers captured

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