TechTakes

I think you're glossing over how interconnected the grid is. California does not generate it's own power, it buys a significant amount from Oregon. So if data centers are being built in Oregon, that will impact costs in California. For instance, there's a DC link from the dams on the Columbia in eastern oregon that goes directly to southern California, and that area is now absolutely littered with data centers. Like a whole city of them right by the dams. They are there specifically for the cheap land and cheap hydro energy. And they use A LOT. Obviously I'm not packing any numbers here but I also wasnt born yesterday. Zero chance that all that load, there specifically, isn't impacting prices.