A leading US clean energy investor has warned of the risk of overbuilding energy infrastructure for the AI boom, urging power companies to require data centres cover the cost of the build-out — whether they use the electricity or not.
David Crane, chief executive of Generate Capital, an investment firm with $8bn assets under management, told the FT that data centres’ rush to secure electricity may result in excess power plants — the costs of which could fall on power companies.
“As much as the data centre people tell you their demand for electricity is infinite, it feels to me like there will be a time when they’ll be overbuilt. They’re going to have spare electrons,” he said.
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