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Kinda…. Different areas are probably different, and no part of this should be construed as defending the insanity around AI, but in my area, data centers are typically part of load-shedding agreements with the local power utility, and they’re likely to simply switch to backup generators to help mitigate demand peaks. In some cases they may back-feed their excess generator power to the grid on a short term basis. Typically speaking there are financial incentives, fees, or offsets that they receive as compensation.
So yes, they’re probably on at full blast, but they’re probably powering it themselves so it’s not a direct impact on grid health.
Yes but there still are externalized costs. We burned so much fossil fuel that the climate changed and now we are burning more to keep things cool in the warming climate. So they aren't impacting the grid per se in this specific instance but they are still snowballing the problem. Which would be more understandable if they provided some real value to society. I'd also be curious about how often data centers are actually impacted by RAS load shedding schemes.