The problem with adding capacity is that the licensing and construction of baseload GW-scale generation takes around a decade in most of the US. Several hypers

The problem with adding capacity is that the licensing and construction of baseload GW-scale generation takes around a decade in most of the US. Several hyperscalers have talked directly about this problem, you can throw an extra $B at NVIDIA and get yourself moved up the list for some new GPU but no amount of money will make an environmental impact assessment go any faster. Power availability is, by far, the greatest limiting factor in modern datacenter site selection.