What an absolute ecological disaster. If bubble there is, now would be a great time for it to pop.
I am interested to see how this plays out and what will happen to potentially stranded assets. Not even talking about outdated chips but all these gas turbines. I appreciate what this push can do to the built out of grids etc.
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Interesting analysis. In it they say
I don't believe this is worse, but appropriate. The grid is a shared resource, used by enterprise and individuals. If some class of consumers demand an outsized share of that resource, they should pay an outsized share of its maintenance and development. I don't see that happening.It's as if trucking companies flooded the highways with so many trucks that people couldn't commute to work anymore.