Comment Re:Why? (Score 1) 212
One doesn't "just" build a significant power plant; quick search says 2-5 years. Even then you have the problem of transmission infrastructure struggling to get the power to the right places.
* If you think people NIMBY a datacenter, power plants are worse.
* Lead time to permit and build a plant is nontrivial.
* Installing a new rail line or pipeline to get fuel to the plant is slow.
Now, market forces will tend to incentivize more power plant builds if there are economic gains to be had. However a new plant is not suddenly going to cause a reduction in prices -- have to pay off the plant.
Further, the power operators are possibly looking at the prospect of an 'ai bubble' such that they don't want to commit to 10 years of paying off new plants if the datacenters fail to materialize.