Doesn't even have to be a plant trying to get more capacity. Corporate utilities look at the cost, X, and what you're willing to reasonably pay, Y, and refuse to build if Y is less than 2-3 times, at a minimum, what X is. Which is a big part of why common infrastructure shouldn't be in corporate hands in the first place, but publicly operated. This is legitimately a serious problem for households in the US since the end of the public push for rural electrification in the 90s. The only thing that's changed in the last 30 years since Republicans gutted the Rural Electrification Administration is that there's finally relatively affordable, turnkey solutions for household electric, but that still leaves tens of thousands of people in the US without electricity while that rolls out (since it's not yet something you're likely to find at your local TruValue or Lowe's yet, and if you don't have access to electricity, your access to internet is probably not much better). And without electricity, this also usually means no indoor plumbing since there's nothing to run a domestic wellpump on. But now that Republicans have ruined relations with everyone who wants to sell us what's needed for high capacity batteries, it's unclear if that's going to last.
The bigger factor is that their whole "AI" thing is collapsing before their eyes, because once "AI" is explained, you can either replace "AI" with "magic" or a quantifiable, describable existing technology. And in this particular bubble, it's not a describable existing technology, it's "magic". And while investors might be fooled, the accountants aren't, and management's starting to figure it out (or aren't fooled in the first place but are intentionally misleading investors).
They're not exactly helping their own cause by not just planning in parking sheds and rooftops covered in solar panels on the infrastructure front. Bruteforcing magic into existence with a billion virtual typewriter monkies takes a lot of electric.
It is something to do with 2 X chromosomes...?
Old programmers never die, they just branch to a new address.