John Raymond Hanger 

@Jennifer_Hiller "Analysts at Fitch Ratings say utilities also risk overestimating the demand from data centers and overbuilding, given the inconsistent ways that the industry tallies future demand." Right! Also, US will add by 2030 ~9X more generation capacity than needed to meet AI demand.

EIA data on generation capacity additions document US generation and battery storage building booms. AI demand stories never mention US will add at current rates ~350 GW of new generation & ~120 GW of batteries by 2030. https://t.co/3B4Osg5zzl @Jennifer_Hiller does say Fitch...