Re: Possibly good news
Energy costs are already a huge chunk of costs, and operators are very aware of that. The impetus here is the concern that the US energy networks may not be able to support the assumed increase in consumption from AI. Personally I think that as we're in the learning stage with "AI", that its not clear whether the vast future growth will occur - where's the value? Even if AI finds the cures for cancer, what then? Better sifting of cat videos, or using their spare cycles to support SETI@home?
Don't forget that they will consider net energy costs, so not just where energy is cheapest. There's hints in the quotes in the article that they hope to dip their snouts into the trough of "ancillary services" to support local or national electricity grids, and done well that can generate significant income streams. I used to work for a company with a sizeable district heating operation and at some sites they made more money from providing local grid support services from their CHP plants in export mode than they did from selling heat to businesses and consumers.