Bypassing the grid makes sense from a speed to power perspective, but eventually these campuses will want to connect to the larger system for efficiency and financial arbitrage. And there are limits to how many gas plants can come online before the political pendulum catches up.
For sure, but in all fairness, they earned that monopoly. It was entirely self-inflicted by Intel, they should've split their foundry business 20 years ago.
“OpenAI’s community energy commitments are smart politics, but behind-the-meter generation has become table stakes for anyone serious about speed.”
for sure. it’s really been interesting to watch this space. great post.
Thank you for the kind words, hope you've been well!
Bypassing the grid makes sense from a speed to power perspective, but eventually these campuses will want to connect to the larger system for efficiency and financial arbitrage. And there are limits to how many gas plants can come online before the political pendulum catches up.
If by eventually you mean 10+ years from now, yes I would agree.
I think gas plants are already sold out, jet turbines are the move now ✈️
For sure, but in all fairness, they earned that monopoly. It was entirely self-inflicted by Intel, they should've split their foundry business 20 years ago.