Reliability is king. Why not just buy 50 sq mi of ranch land in Arizona for a data center complex, install a solar and battery storage system and eliminate electricity concerns for the next 20 years? Using LFP or sodium-ion batteries for storage effectively eliminates fire risk.
Have there been any formal studies looking at OpEx ROI for offgrid carbon free generation + storage for data centers? Exiting the grid and vertically integrating on site generation eliminates a lot of risk when dealing with an external utility.
FAANG has the market cap to drive down costs for reliable carbon-free generation and storage, like Alphabet is doing[1].
Microsoft is demonstrating water-free cooling solutions[2]. As long as there's a fiber backbone nearby, FAANG can slash energy OpEx and not worry about the rest of the grid. Or natural gas prices.
Have there been any formal studies looking at OpEx ROI for offgrid carbon free generation + storage for data centers? Exiting the grid and vertically integrating on site generation eliminates a lot of risk when dealing with an external utility.
FAANG has the market cap to drive down costs for reliable carbon-free generation and storage, like Alphabet is doing[1].
Microsoft is demonstrating water-free cooling solutions[2]. As long as there's a fiber backbone nearby, FAANG can slash energy OpEx and not worry about the rest of the grid. Or natural gas prices.
[1]https://dataconomy.com/2024/12/11/why-googles-800m-bet-on-cl...
[2]https://datacentremagazine.com/news/how-are-companies-pionee...