AI boom drives clash between grid power vs. energy "islands"
Briefly

AI boom drives clash between grid power vs. energy "islands"
""A lot of people look at that 30% figure from our report and assume it will stop there. But the trend line suggests to me that it could keep rising.""
""For us, speed is the competitive currency. There are some aspects of islanding that are faster.""
""I don't think you necessarily have to. They can be engineered to operate for meaningful periods of times - for years - off grid until or unless the grid is ready and able to build that connection.""
""The secondary benefit is it doesn't hit the retail users, which is a concern for many in the power industry.""
Chevron is pursuing a deal to build a natural gas plant for a Microsoft data center in Texas, reflecting a growing trend towards on-site power. A report indicates that 30% of planned data center power capacity will be on-site, a significant increase from the previous year. Experts suggest this figure could rise to 50%. Companies prefer on-site power to avoid grid delays and manage demand. However, some in the power industry argue that grid connections can lower costs and enhance reliability.
Read at Axios
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