Taking Inventory. Imagine for a moment that we don’t all work in solar and/or storage and we need to assess the rising need for energy by the hyper scaling data center build out. There is a need for energy, power, density, and reliability while solving for clean and cheap. Now do it as fast as possible. The exercise is a bit like the old adage about wanting it cheap, fast and high quality. You can only have 2 of the 3. That’s how I think about the data center need, the pipeline of generation is easily tilted towards solar with cheap and clean a clear winner. With batteries, reliability also takes a victory on this front but density can be challenging. Will there be a mix? For sure, gas will likely play a role but speed of execution is a key aspect of this exercise and also the opportunity where regulation could make a giant impact if government wants to get involved to win the AI data center dominance on the global scale.
- Bloomberg: Gas Power Won’t Provide an Easy Fix for AI Boom
- New York Times: What We Know About the Wildfires Raging in Southern California
- Axios: Treasury issues tech-neutral tax credit rules
- Reuters: Key solar themes to track after torrid 2024 for investors
- PV-Tech: European module prices continue to decline in December, says sun.store in latest pv.index report
- Energy Storage News: US-China battery trade war looms with AD/CVD case and export curb proposals
- Canary Media: Biden’s clean hydrogen tax credits are officially decided — for now
- PV-Magazine: Oversized solar farm keeps lights on until midnight
Opinion
Best, Yann
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