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They don't have many big AI datacenters as they've been GPU constrained for a long time.

Solar is largely irrelevant. You can't run an AI datacenter off solar.

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It absorbs the demand during the day / there’s enough for consumers. Similarly China also has a lot of nuclear. They’ve overbuilt their grid several times over.
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That consumer energy prices are going up is simply a matter of public policy. Municipalities have the power to keep rates flat, but they choose not to.
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Sierra club environmentalists and NIMBYs have the option to shut the fuck up and stop opposing green power generation, but they still choose to
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