Sources: SoftBank reserved 13GW+ of turbines, equivalent to six Hoover Dams, to power AI; SoftBank took a $3.7B earnings hit mostly from canceled reservations
THE SO WHAT
Power procurement for AI is moving from flexible cloud OPEX to hard industrial bets — and mis-timing those bets now carries multi‑billion‑dollar P&L risk. If you're planning dedicated energy for AI, stage commitments with clear off‑ramps instead of front‑loading capacity on heroic demand forecasts.
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