Politically force datacenters to consume only solar and battery. Instead of total collapse, we now have tremendous amounts of cheap energy when the bubble implodes. That seems like the only way to hedge the bet on AI.
"Politically force X" is practically always a failure.
Reliability issues. You cannot get 4 9s with solar and battery.
I like this idea, but they’re already doing this. Just not all data centres.
I think Google's first offshore purchase was 92 MW from the Norther wind farm in Belgium. TSMC will buy all the power from Ørsted's 920 MW Greater Changhua 2b & 4 offshore wind farm for the next 20 years.
There are examples in Germany but mainly for chemical and steel factories.
The best way to “force them” is a global emissions trading system + carbon levy. But his might be very unlikely in the next 10–15 years and maybe as complex as Peace in the Middle East.