#data-center-power

#data-center-power

The first power projects in PG&E's pipeline to serve data centers could appear on the grid as soon as next year, despite some hints of softening demand, as the utility titan races to meet the tech industry's hunger for the data hubs. PG&E is in the final engineering stages for electricity projects that would produce a combined 1.6 gigawatts of energy to serve data centers in the South Bay, said Mike Medeiros, PG&E vice president of strategic commercial solutions,

Amazon added 3.8 GW of power in the last 12 months, expects another >1 GW in Q4, and plans to double AWS power capacity again by 2027. Power is becoming the main bottleneck for the industry, but Amazon is aggressively adding and immediately monetizing capacity. Trainium2 is "fully subscribed," already a multibillion-dollar business, and grew 150% q/q. Today it's mostly very large customers (example: Anthropic training Claude on ~500,000 Trainium2 chips, going to ~1 million).