The first load to be shed
Grid operators across the United States have just told regulators how they intend to connect the next wave of data centres. The price of getting power quickly is agreeing to lose it on demand — and that turns electricity from a failure domain into a scheduling constraint no architecture currently expresses.
Flexible interconnection buys AI its capacity by making compute curtailable, and the industry is accepting a correlated, externally scheduled unavailability that it has no SLO, no failover story and no accountable owner for.