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Low priced gas like Waha in the Permian is one of the more obvious places this starts to happen, especially where permitting is relatively light touch like in Texas. Same thing in places like Alberta, where gas can be extremely cheap. The real question is how quickly you can actually access the gas, do the site work and power strategy, execute procurement, bring in a credible IPP, go through air permitting, and structure the deal correctly. This is not simple to get right. There are a lot of producers sitting on cheap gas, negative priced gas, or proven resources that never really worked because local prices were weak and getting the gas to market was constrained by physical infrastructure. AI load changes that. For years the question was how do you get the gas out of the basin and into a better market. Now the question is, can you bring load right to the gas and build power next to it? A lot of “stranded” gas is going to start looking less stranded.

For the next couple years at least, hundreds of CEOs will make breathless announcements about AI and grid affordability while a fraction of us will solve the actual problem with grid math, computer science, algorithmic logic, power market and interconnection lawyers, and systems, mech and electrical engineers.

Agreed, and that stuff is often under accounted for. And of course regardless it would be more cost effective to build right-sized capex and opex efficient systems that provide firming for non-firm utility service, rather than 24/7 prime power. At least until the latent GWs hiding in the system are soaked up.