In Santa Clara, Calif., where the world’s biggest supplier of artificial-intelligence chips is based, Digital Realty Trust Inc. applied in 2019 to build a data center. Roughly six years later, the development remains an empty shell awaiting full energization. Stack Infrastructure, which was acquired earlier this year by Blue Owl Capital Inc., has a nearby 48-megawatt project that’s also vacant, while the city-owned utility, Silicon Valley Power, struggles to upgrade its capacity.
When you think about it like this the fear they have of China makes way more sense. China invested heavily in infrastructure, so they have power leftover that can run all this, while the US is desperate seeking to build datacenters in other countries as they know that the us grid simply can’t handle it.
Maybe the billions can beg, er convince, Trump that we need to use all types of power available, including solar and wind, to get our infrastructure up to par.