Quite the read. There are lots of unknowns with any technological development throughout history, and as the article points out, we don't yet even know where we are on the energy demand curve from AI.

Something that confuses me is that geothermal is mentioned only once. These companies have the money to site datacenters near EGS plants or even build their own, grid connection optional, and have upfront capex sted power bills for the life of the center.

This would admittedly require long-term thinking, which shareholders are completely uninterested in when infrastructure investments ding their dividends and buybacks.