Utilities require long term planning. A 22% increase in 1 year is an extreme outlier by any normal grid planning standard. Where I live, the high point in the

Utilities require long term planning. A 22% increase in 1 year is an extreme outlier by any normal grid planning standard. Where I live, the high point in the last 5 years was a 2.8% annual increase. ( See https://www.ieso.ca/power-data/demand-overview/historical-demand https://www.ieso.ca/power-data/demand-overview/historical-de... ) Building large amounts of new capacity takes years to decades. If hyperscalers keep pushing that kind of increase they will eventually learn that the supply and cost of energy becomes a limiting factor. When demand outstrips supply, prices go bonkers and rolling blackouts become a fact of life. See the California grid crisis back in 2000-2001, although in that case the supply shortage was the result of blatant market manipulation by Enron.