That is what some of the tech companies are doing. For situations like the one in the article, that obviously isn’t the case, since rates are going up. If the tech companies are building and maintaining their own infrastructure for their outsized power needs, rates should either stay the same or fall (assuming that the tech company builds capacity to handle peak loads during LLM training and sells capacity during non peak loads). Rates going up in response to new data centers can only mean that the other grid users are subsidizing new capacity being added or buying energy from elsewhere at a higher rate.
That is what some of the tech companies are doing. For situations like the one in the article, that obviously isn’t the case, since rates are going up. If the tech companies are building and maintaining their own infrastructure for their outsized power needs, rates should either stay the same or fall (assuming that the tech company builds capacity to handle peak loads during LLM training and sells capacity during non peak loads). Rates going up in response to new data centers can only mean that the other grid users are subsidizing new capacity being added or buying energy from elsewhere at a higher rate.