SemiAnalysis says it counts 1,377 Megapack batteries across Colossus 2, the AI data-center campus on the Tennessee–Mississippi border. It estimates nearly 6GWh of storage is being installed. Source Source Source
But the firm’s November 14 analysis also projects a possible power shortfall exceeding 300MW after mobile turbines at the Southaven power plant retire by July 2027. A very large battery count still isn’t a solved power budget. Source Source
Where the possible gap comes from
SemiAnalysis assumes a grid connection from regional utility TVA would fully serve the Macrohard and MiniHard facilities, covering roughly 1.2GW in its rounded figures. Its report says both have requested service; it does not establish that this supply is connected and operating. Source
Under that scenario, the firm compares approximately 1.3GW of remaining computing demand with 1.24GW of rated gas-generation capacity after the mobile turbines retire. SemiAnalysis attributes that July 2027 limit to a binding requirement at Southaven. Source Source
As SemiAnalysis notes, generators can deliver less than their rated output, while computing hardware accounts for only part of a facility’s power draw. Factoring in both, it estimates the gap could exceed 300MW. Source Source
What the batteries could do
SemiAnalysis proposes coordinating gas generators and batteries, with turbines charging storage as part of that operation. It also suggests that differences between training and inference workloads, and between customer-facing and internal computing, could provide flexibility in operating and uptime requirements. Source
The proposal also assumes a power usage effectiveness, or PUE, of roughly 1.10–1.15: about 10–15% more power for the whole facility than for computing alone. Source
SemiAnalysis writes: “If the datacenters are designed right (and our IT MW assumptions are correct), this could work.” Source
That “if” has a substantial workload of its own. The text available before the subscriber paywall provides neither a measured site PUE nor a generation, charging and discharge schedule demonstrating that the arrangement closes the gap. Its battery count and power assumptions have not been independently verified for this article. Source Source
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