The grid, not the GPUs, is what's slowing the buildout.

A Works in Progress piece argues electrical grid capacity is the binding constraint on datacenter expansion, drawing 75 points and 176 comments on HN. That comment-to-point ratio marks a contested thesis among practitioners, not a settled one. Still a useful counterweight to compute-centric scaling narratives: interconnect queues and transmission buildout run on multi-year timelines no capex announcement compresses. Meanwhile Microsoft's carbon emissions rose 25% year over year, putting it further from its carbon-negative-by-2030 pledge. Every enterprise writing an AI sustainability policy is writing it against a hyperscaler that can't hit its own.