1/2: Following up on the massive AESO data centre backlog: Alberta's grid constraints have hit a major regulatory turning point. While the province is pro-tech, the physical grid is the ultimate structural limit for AI demand.
The passing of Bill 8 & 12 makes it official: unconditional grid access is over. By introducing a levy on grid-tied data centres and forcing developers to fund their own transmission upgrades, regulators are sending a pointed signal: If you want to scale, you must bring your own power.