RE: LeoThread 2025-10-11 17-07

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A simple fix for hyperscalers:

Option A: agree to a higher rate base with the utility so local residents don’t see higher electricity bills

Option B: fund residential solar + storage for local households so rates don’t rise

leofinance
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If hyperscalers don’t use their large free cashflows to soften electricity inflation, significant pushback is likely

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First Google in Indiana and now Microsoft in Wisconsin

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Local and political resistance to data centers is just getting started and will grow fast without clearer education on how residential electricity rates are composed and what's driving regional increases

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Hyperscalers need to get serious about adding capacity, securing clean power, and/or financing infrastructure (directly or via bilateral deals) so ratepayers aren’t left footing the bill for new energy needed for AI

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