I’m excited to finally launch Allen at the end of the month.
A lot of testing has been put into this product to make it perfect.
https://t.co/gUS4imt9Of
Europe just showed where data center infrastructure is heading.
The first fully islanded microgrid data center in Europe is now operating with:
• No utility connection
• No interconnection queue
• No exposure to rising power rates
The model is simple:
Generate power on site. Store excess energy. Run the campus independently on a closed-loop system.
And this isn’t just happening overseas.
Roughly 30% of data centers in the U.S. are already using some form of behind-the-meter generation:
• Solar
• Fuel cells
• Gas turbines
• Battery storage
• Hybrid microgrids
The timing matters because a projected 49 GW generation shortfall is expected to hit the U.S. by 2028.
Meanwhile:
• Coal retirements are accelerating
• Interconnection queues are stretching up to 7 years
• AI demand is exploding faster than infrastructure can keep up
At this point, the question is no longer:
“How do we get power from the grid?”
It’s:
“How fast can we build our own?”
The operators who solve power internally will be the ones that deploy, scale, and capture demand first.
The biggest bottleneck in AI infrastructure is no longer chips. It’s power.
Right now, more than 2,600 GW of projects are stuck in the U.S. interconnection queue. For perspective, the entire country generates roughly 1,200 GW annually. Demand is now outpacing the system designed to support it.
At the same time, hyperscale AI campuses are scaling fast. A single facility can require 100–300 MW of continuous power, and developers are facing interconnection timelines of 5 to 12 years depending on the region.
That’s not a temporary slowdown. That’s an infrastructure constraint.
The market is shifting because of it.
Capital is moving toward operators who can bring their own power strategy to the table:
• Behind-the-meter generation
• Solar + storage
• Hydrogen
• Natural gas microgrids
• Hybrid energy systems
The developers who control power deployment will be the ones who open first, scale first, and capture demand while others are still waiting in the queue.
In this cycle, energy strategy is becoming business strategy.
The companies winning the AI race aren’t waiting 5+ years for grid interconnection.
They’re building power alongside the data center.
Microsoft. Google. OpenAI. Developers across Texas and beyond are moving toward behind-the-meter generation using solar, natural gas, hydrogen, and storage to secure power faster and avoid utility bottlenecks.
One Texas campus skipped the queue entirely with an 830 MW self-powered setup.
This is no longer just an energy strategy. It’s a deployment strategy.
The advantage is clear:
• Faster time to market
• Predictable long-term energy costs
• Reduced exposure to rising utility rates
• More control over uptime and scalability
In the AI era, power availability is becoming just as important as land and capital.