> When I hear reports that AI power demand is overloading electricity infrastructure, it always makes me think: Even before the AI boom, shouldn't we have a bunch of extra capacity under construction, ready for EV driving, induction stoves and heat-pump heating?

One of the problems might be that a data center puts a lot of demand into a small area and it needs that power soon.

Those other things are being phased in over time, so we only need modest annual capacity growth to deal with them, and they are spread out.