US Grid Constraints: Towards 40GW+ of Behind-the-Meter Datacenter by 2028?

(newsletter.semianalysis.com)

23 points | by felixdoerp 1 hour ago

2 comments

  • alex_duf 52 minutes ago
    What an absolute ecological disaster. If bubble there is, now would be a great time for it to pop.
    • trhway 36 minutes ago
      Alternatively the crisis can be used to accelerate right development - quickly build up solar farms and transmission lines. Both of these can be done quickly if there were a political will. Yet, that will is missing.

      So, we're talking 40GW. Lets see what China does:

      https://energyandcleanair.org/china-energy-and-emissions-tre...

      "In the first two months of 2026, China added:

      32.5 gigawatts (GW) of solar power capacity, down 18% from last year. 11 GW of wind power capacity, up 19% from last year. 20 GW of thermal power capacity, up 414% from last year. 1.2 GW of hydro power capacity, down 36% from last year. 1.2 GW of nuclear power capacity. "

      • spacington 1 minute ago
        Yeah and the richest person on the planet with full vertical integration (with partner) Elon musk and Tesla aka solar roof and power wall wants to sell DC in space and hasn't fixed any use of gas turbine for Colossus 1&2.

        Without enforcement it will happen continuously with snail pace

      • clarionbell 9 minutes ago
        I like how balanced their energy mix is. It is very obvious that China is optimizing for capacity and availability. There isn't really a push for clean energy sources for political, or climate, reasons. They are deployed when it makes sense, backed up by robust coal and nuclear sources.

        In Europe, we approach energy generation as a political, or climate problem. We are building solar and wind power sources, not to make energy cheaper, or to make grid more resilient, but to fulfill an ideological goal.

        The results are, not great, to be honest. The energy prices have increased substantially, and are now driving our chemical industry bankrupt.

        Edit: I do not dispute the climate change. I am only highlighting impacts of current policy.

      • PunchyHamster 27 minutes ago
        solar farms are worst kind of power source for constant loads like datacenters running AI training
        • alex_duf 19 minutes ago
          I'm hoping the kind of gas turbines being installed on these datacenters are capable of quickly responding to a load change, meaning the primary source of energy could be solar during the day and complement when there isn't enough energy.

          But I haven't looked into where these datacenter are being placed, I'm assuming that although solar is cheap now, the surface needed would make the purchase of nearby land probably not worth it. These new categories of datacenters are becoming very energy dense...

        • numpad0 12 minutes ago
          but you can't trust especially hyperscalers with securely sealed HEUs in shipping containers
        • actionfromafar 18 minutes ago
          That's why we are getting clean, beautiful coal the likes of which nobodys ever seen before!
        • trhway 17 minutes ago
          you're just incorrect. You probably missed 2 points :

          - battery storage

          - and in the article

          "However, AI labs and some hyperscalers have relaxed those requirements as there is now a lower uptime tolerance applied to both inference and training, not just training. Many of Meta’s self-built AI datacenters, for example, target just two nines of uptime and forgo backup generators entirely, as detailed in our Industrials Model."

    • marcyb5st 27 minutes ago
      And especially terrible for the communities that have to live with gas turbines or other local power generators as neighbors. Noise and air pollution constantly [1].

      But fuck them, they are poor people so we don't care about them /s .

      Additionally, people against data centers are accused of being paid by China [2]

      [1] https://www.theguardian.com/environment/2026/feb/13/elon-mus... [2] https://fortune.com/2026/06/10/kevin-oleary-trump-administra...

      • trhway 11 minutes ago
        you can't put an ADU, yet, you can put in 200MW generating capacity.
  • loadcurve 1 hour ago
    [flagged]