Ma62🇯🇵

Power grid engineer at a T&D utility (TSO/DSO) / Interconnection, grid ops, demand forecasting /Insights grounded in real-world T&D field operations

[Ma62🇯🇵 @KouzouInsight]

The current model that tries to absorb rising AI demand through transmission expansion is structurally unsustainable.

Increasing line capacity requires larger conductors, which directly translate into heavier towers and foundations.
Once land acquisition and permitting are factored in, transmission upgrades are, in practice, a one-time option.

Under these constraints, the limiting factor is no longer whether new generation can be built,
but how much remaining hosting capacity exists in the existing grid—lines and substations.

As a result, existing interconnection rights and built substations are increasingly valued as access to power that can be used immediately.

However, as long as demand continues to rely on grid connection,
power shortages will reappear in different forms.

To remove this constraint at its root,
on-site power is not optional—it will be adopted.

This is why on-site nuclear developers such as Oklo are drawing attention
—not as an investment narrative, but as a structural response to grid constraints.

#GridConstraints
#OnSitePower

[Ma62🇯🇵 @KouzouInsight]

@tomolivly91 短期勢が拾うが、すぐ売られるでしょう

[Ma62🇯🇵 @KouzouInsight]

@gekibnews 単なるネタでしょう

[Ma62🇯🇵 @KouzouInsight]

@toushimas 落ちるナイフを掴んではいけません

[Ma62🇯🇵 @KouzouInsight]

@toyama__life それが一年後か十年後かは誰にもわからない。

[Ma62🇯🇵 @KouzouInsight]

@kozuchaaan まさに落ちるナイフ

[Ma62🇯🇵 @KouzouInsight]

@komeo1144 『3月のコミュニケーションでそれ以降やりとりなければ流れたと思うだろ』だけは無い

[Ma62🇯🇵 @KouzouInsight]

@komeo1144 @ryu_pi_110 3月のコミュニケーションでそれ以降やりとりなければ流れたと思うだろ

あなたはそう思ったかもしれませんが、一般的な社会人ではればそういう考えになりません。

[Ma62🇯🇵 @KouzouInsight]

@airi_fact_555 選手への敬意が足りない

[Ma62🇯🇵 @KouzouInsight]

@Jaemyung_Lee 協会批判は分かるが、大統領の言葉としては強すぎる。しかも選手への敬意が足りない

[Ma62🇯🇵 @KouzouInsight]

@ninini358 こういうのかっこ悪いと思います

[Ma62🇯🇵 @KouzouInsight]

@tebasakitoriri 伝わらない時点で意味のないグラフ

[Ma62🇯🇵 @KouzouInsight]

@baikuto 鹿狙いの熊が増えそう

[Ma62🇯🇵 @KouzouInsight]

@Coco2Poppin 冷たいから美味しくない、じゃない

[Ma62🇯🇵 @KouzouInsight]

@nisijima_minami わかってても言わない方がかっこいい

[Ma62🇯🇵 @KouzouInsight]

@masanydayo 長い。

[Ma62🇯🇵 @KouzouInsight]

@epichan77 提案だったら拒否されることも想定しておかないと。。

[Ma62🇯🇵 @KouzouInsight]

@nosesnoa 興奮が冷めて調整した時に買うかな。

[Ma62🇯🇵 @KouzouInsight]

@Iron_fist_sanc 資産が数十億円以上ある富豪なら合理的な可能性あり

[Ma62🇯🇵 @KouzouInsight]

@pirooooon3 パスタの途切れ方の不自然さでしか気がつけない

[Ma62🇯🇵 @KouzouInsight]

@mizoguchi_yuji 今適用対象外なら何言ってもダメ