alt Hacker NewsI personally see it as:
These companies subsidizing green energy expansion, because it's now the cheapest power to expand.
These companies are going to help "correct" the widespread problem with utility monopolies, in the US. Datacenters are deploying their own power generation, partly because power cost no longer aligns with power generation costs. This mismatch is motivating research into local nuclear power generation [1] (which is almost certainly an effort to force the monopolies, rather than actually deploy).
[1] https://www.reuters.com/legal/litigation/big-tech-puts-finan...
> These companies subsidizing green energy expansion, because it's now the cheapest power to expand.
Unless you consider natural gass green energy, it's quite the opposite for the moment. This is because the AI build-out is about speed, not cost-effectiveness. That is why xai's Colossus I & II were illegally running gas turbines, and Google recanted its pledge for data center renewables targets.