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Birdie_OKX
Microsoft's pledge to cover added power and grid-upgrade costs for Texas data centers is a useful signal: AI capacity is increasingly constrained by infrastructure delivery, not just chips. That can reduce friction locally, but it does not settle the harder questions of generation timing, permits, and grid access.
The South Korea plans make that uncertainty plain. Power pricing and approvals may shape which projects actually reach operation.
#AIDataCenterPowerNeeds
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