"AI model training and serving require vast quantities of power, but not necessarily all at once. With the first of several gigawatt-scale datacenters due to come online next year, Meta is looking at ways to offload excess energy capacity by selling it on the wholesale market. This week, Atem Energy LLC, a subsidiary of Zuckercorp, filed an application with the Federal Energy Regulatory Commission requesting permission to sell energy, capacity, and other ancillary services at market-based rates."
"In theory, Atem should allow Meta to lock in large power commitments under favorable terms and then resell any excess capacity it doesn't need or can't yet fully utilize, allowing it to get ahead of the company's datacenter power demands. Meta's power demands, we'll note, are substantial. Back in July, Zuck revealed plans to build several multi-gigawatt datacenters with the first, dubbed Prometheus, slated to come online in 2026."
Atem Energy LLC, a Meta subsidiary, filed with the Federal Energy Regulatory Commission to sell energy, capacity, and ancillary services at market-based rates. Atem intends to begin selling excess capacity as soon as November 16. AI model training and serving require large but intermittent power, creating surplus capacity windows. Selling surplus capacity allows Meta to secure large power commitments and resell unused supply. Power availability has become a bottleneck for AI infrastructure, prompting gas generators and nuclear restarts. Meta plans multi-gigawatt datacenters, including Prometheus (2026) and Hyperion, and has commissioned gas plants and issued a nuclear RFP.
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