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Comment by xyzsparetimexyz

14 hours ago

Okay interesting. I presume that China also has low cost areas too no? Their grid at least seems more stable. Datacenter construction is more likely to raise prices in the US than there.

China's grid has had some serious issues over the past decade that didn't get widely reported for all the reasons you can think of. Some of them were exasperated by poor planning and censorship making it hard to hold anybody accountable. Not to say that they don't/didn't eventually work on it, but there was a widely held belief that the people at the top weren't even aware of the issue until foreign firms were directly impacted. This is not to say they can't or won't expand come hell or high water, though.

https://www.bbc.com/news/business-58733193 https://www.cbc.ca/news/business/china-power-cuts-1.6193281

Western china has abundant clean energy but only limited grid connections to send it east. The problem is that they simply don't have much water. The US is similar (places with abundant green energy lack water, even dam-heavy Washington state has this issue in the east part of the state).