The datacenter buildout is just a buildout of the electric grid in a roundabout fashion.

If you are for green energy and the electrification of primary energy this giant wave of unlimited private investment is the best gift you could have ever dreamed for. The fact we are doing our best to squander it is amazing to me.

We have a generational chance to build entire industrial supply chains and rapidly catch up from multiple generations of lack of investment in our electric grid but instead we are going to resist it every single step of the way.