Source Barry Ritholtz posted this up-and-right chart, which is a classic of exponential extrapolation. Given the difficulty, delays, and cost of bringing the current generation of data center projects on-line, highlighted by Oracle's "force majeure" on a 2.5GW project which is clearly not going to be complete next year, the idea that 4-5GW projects will be up and running in 2029 seems optimistic. Below the fold I apply some skepticism, because this is starting to look like the classic South Par...