US Grid Constraints: Towards 40GW+ of Behind-the-Meter Datacenter by 2028?

felixdoerp 34 points 75 comments June 29, 2026
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Discussion Highlights (4 comments)

alex_duf

What an absolute ecological disaster. If bubble there is, now would be a great time for it to pop.

felixdoerp

I am interested to see how this plays out and what will happen to potentially stranded assets. Not even talking about outdated chips but all these gas turbines. I appreciate what this push can do to the built out of grids etc.

Humorist2290

Interesting analysis. In it they say Worse, the burden [generating energy] increasingly falls on the buyer [data center developers] I don't believe this is worse, but appropriate. The grid is a shared resource, used by enterprise and individuals. If some class of consumers demand an outsized share of that resource, they should pay an outsized share of its maintenance and development. I don't see that happening. It's as if trucking companies flooded the highways with so many trucks that people couldn't commute to work anymore.

mono442

why are they burning gas when supposedly renewables are the cheapest option?

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