The AI Power Grab That Could Upend America's Electricity Industry

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Let's begin with a question. "How would an average-sized human fare in a 'negotiation' with a six-ton Tyrannosaurus Rex?" Obviously, the interaction would end with the human serving as a high-protein snack. The T-Rex weighs 75 times more than the average person. With that kind of weight disparity, there is no "negotiating," just a stomp and gulp. Something analogous may be in store for the electric industry: a T-Rex scenario. In negotiating with prospective data center owners, US utilities are puny in size compared to giant technology corporations. A large US electric utility, such as Entergy or Dominion Resources, has a market capitalization of $50-60 billion. Microsoft has a market capitalization of $3.8 trillion. (Nvidia is even bigger.