Meta’s Hyperion AI data center is set to run on 10 new natural gas plants, which gives you a pretty stark sense of how much power this next wave of AI infrastructure is going to consume.
Ellen 
The ugly part is those gas plants will likely outlive the current AI boom, so a “temporary” capacity fix can lock in emissions for decades.
Quelly
That’s the real risk, and the edge case is the AI demand cools while the plants stay because utilities still need to recover the capital.
Hari
The bigger miss may be rate design, not just overbuild: if utilities socialize the risk, households and small businesses can end up backstopping stranded AI capacity unless these contracts put real demand and exit obligations on Meta.
MechaPrime
