From a planning perspective, the real crisis might be more than silicon. It will be heat extraction at scale, substation buildout, grid integration, upstream transmission adequacy, local hosting capacity, transformer shortages + inertia and stability with massive IBR-fed loads.

Up north, we just witnessed an usual snowstorm + outages. Different storms from your side, but the pattern is the same: off-season precipitation way above norms pushing infrastructure past its design assumptions.
www.ctvnews.ca/montreal/art...

As for the SMRs being developed in Canada, are all of them driven by GE Hitachi Nuclear Energy. Even NB is relying on OPG, which relies on Hitachi.

As so many renewable programs have curtailed = MWh needed to keep up with an increasing voracious computational loads, it’s jarring to see that the world’s most talked-about AI company would even mention needing public guarantees.

Guessing that you have installed your own DC side sensors + data logger with your telemetry that is somewhat combined with utility meter data. Promising initiative but complex.

Great initiative with these test houses. Any involvement from local utilities.

A lot to do. For high-voltage, the US has only about 20 GW of HVDC capacity and Canada 12 GW. With DC tech spreading across distribution networks, the next or real revolution might well be low-voltage... at least some planners are envisaging such scenarios.

Always thought they were native to the east coast. Can find them in Nova Scotia.

Yet when rooftop solar is framed as being about "energy freedom," pro-solar policies can be popular even in red states, as I argue here: (2/2)
www.technologyreview.com/2025/08/19/1...

Were they any discussions pairing regulation on “AI sovereignty”, addressing who controls it, with guaranteed access to reliable, low-carbon energy and grid controls that protect other consumers.

Imagine if power system operators faced the same situation. It would mean blackouts. Reliability isn’t just about assets and tech. It’s about ensuring that the people responsible for real-time grid op are supported, trained, and never treated as expendable. Just my views.

To the ISO 50001’s voluntary framework, AI/DC might have to be ready to NERC’s mandatory reliability regime.

but processing = very energy-intensive + toxic and radioactive byproducts.

In Commonwealth countries, might use « crown » corp