The article discusses the shift towards using a combination of nuclear, natural gas, and solar energy to power data centers in the U.S. as demand for electricity from AI and data centers is expected to triple by 2030. The Department of Energy is scaling back wind and solar grant programs, favoring natural gas as a reliable energy source for these facilities. Developers are reviving natural gas projects and pairing them with solar and storage to meet the demand for reliable and clean energy. The article also highlights the practical obstacles facing the energy transition, such as transmission bottlenecks and permitting delays, emphasizing the importance of delivering firm, scalable, low-carbon power. Private capital is seen as a catalyst for building micro-grids at hyperscale, with a focus on hybrid-power models combining gas, renewables, and storage, as companies aim to master the integration of different energy sources to become the new power leaders in the AI age.
https://www.utilitydive.com/news/ai-data-center-power-novus/805494/