> it is our policies around how difficult it is to provision new power (or build almost anything at all) in the US.

The issue isn't how difficult it is to provision new power, it's that no matter how cheap it will be and how unregulated it will be, datacenters will look to 1) skirt environmental law, and 2) arbitrage cheaper areas that end up being forced to split the price to increase production between the dcs and the locals.

Very large consumers should be required to pay for new production when it's obvious that only them benefit from it, there's absolutely no reason to split the bill with the locals, especially when datacenter have close to zero local economic benefits.