Dylan Patel of SemiAnalysis projects US datacenters will build 40 gigawatts of behind-the-meter power by 2028 to bypass grid constraints

@SemiAnalysis_ Long $BE, short $GEV

@dylan522p @dylan522p, what's the best way moving forward for DC energy? It is a hybrid approach, perhaps (onsite + grid)?

everyone is talking about it.

this is why terrestrial dyson sphere is inevitable

US Grid Constraints: Towards 40GW+ of Behind-The-Meter Datacenter by 2028? Why the Grid Can't Keep Up, and Why that Drives Behind-The-Meter 50%+ of DCs/Year By 2028

https://semianalysis.substack.com/p/us-grid-constraints-towards-40gw

@mzuhair123 Read the article

@boldlygrow on earth but a man made luminous lightsource

@dylan522p Exactly

@nihilautomnia @boldlygrow after fusion or other combustion you have to generate useful power. that is what the dyson sphere is for

@dylan522p Yeah, I got the answer. Thank you for pointing it out.

@dylan522p O la la

@Roman_232323 @SemiAnalysis_ Bahahahahahahahahaha

@DanielleFong What is terrestrial Dyson sphere

@dylan522p @grok what’s that actually mean??

@DanielleFong @boldlygrow I am also unfamiliar and curious, in my head I'm picturing something like nuclear fusion making a snack sized sun and putting a sphere around that. But isn't the fusion already doing enough production?

@mike57262496 @PythiaR Look at $/gw, not really for /some/

@SemiAnalysis_ Bitcoin miners have been living behind the meter for a decade because they had no choice.

Now the grid can't keep up with AI and everyone is discovering the trade the miners already ran.

The scarce asset was never the chips. It was the power contract.

@dylan522p Just put long duration energy storage everywhere and your good

@dylan522p How many bcf/d of additional gas demand do you forecast?

@dylan522p @DanielleFong How long will it take to catch up just a little?

@dylan522p Everyone’s just scaling their own power now, seen it all before.