I've tried warning you guys, the most honest thing about politicians is... nothing
Now that election season is in session, they'll target your new favorite toys to shift blame away from themselves
Come on in, the water is just starting to get warm !!
Addiction to the past and the consumption of depressing news and information 24/7 inevitably takes a toll on you. Acknowledge the situation at hand, but never despair. Hope and irrational belief have a tendency to win in the end.
NEVER DOOM.
A lot of companies have never managed generation equipment nor the complexities involving environmental, regulatory, and maintenance of their new asset portfolios, grid or no grid
These folks are in for a wild surprise re: the expensive endeavor that they're not quite aware of, yet
โLarge loads are going to find power. The capital that has already been committed to AI infrastructure makes that virtually certain. The question is whether energy regulatory frameworks encourage those loads to develop with the grid while infrastructure catches up, or else incentivize a parallel buildout of privately financed generation outside it.ย If policymakers want the data center boom to strengthen rather than circumvent the electric system, flexible interconnection may be the most important policy tool currently available.โ โ@DukeUโs Jackson Ewing @_LatitudeMedia
This seems like a pretty clear answer to "Why are hyperscalers choosing to build natural gas btm when solar and batteries are cheaper?"
It's because right now, btm (fastest way on to power), natural gas is cheaper
From: https://t.co/SWXBDuSct3
I mean this is a serious thing that I'd posit to anyone who is working with hyperscalers - what do they do with their AI ecosystems in the event of winter storms, hail damage, low-wind environments for a system that needs to operate at 99.9999% uptime?
Just let weather dictate your customer experience?
Its lunacy and pure delusion to think solar, wind, and batteries can provide sufficient energy to supply compute consumption on a 24/7/365 basis.