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 gridโlines 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 optionalโit will be adopted.
This is why on-site nuclear developers such as Oklo are drawing attention
โnot as an investment narrative, but as a structural response to grid constraints.
#GridConstraints
#OnSitePower