A major fault line runs through the data center debate: how many will actually go off-grid?
There’s a lot of enthusiasm in Silicon Valley for breaking free from the grid. But even the companies pushing hardest for off-grid projects now admit they want a grid connection eventually. So how much behind-the-meter power will actually get built in the next few years? And what fills it?
SemiAnalysis, the influential chip and infrastructure research firm, recently projected over 40 gigawatts of behind-the-meter power at U.S. data centers by 2028, most of it gas turbines, reciprocating engines, and fuel cells.
This week, Tim Hade, SVP at Voltus, joins the show to interrogate that forecast. He thinks that timeline is a fantasy, and that the real story for the next three to five years is load flexibility driven by batteries.
We dig into the SemiAnalysis numbers, the disagreement over how much headroom the grid has, and whether declining marginal value for batteries undercuts the case for storage. We close with a new framework from Rhodium Group that scores how these choices help or hurt the energy transition.
