Friday, March 13, 2026

AI Data Centers Go Off the Grid

Good news! When will machine learning & AI make superconductivity and nuclear fusion a reality?

"... Behind the news: All the major tech companies have been scrambling to lock down access to electricity sufficient to support a data-center buildout that is projected to cost $5.2 trillion and consume 156 gigawatts by 2030.

  • xAI bypassed the grid to power data centers in 2024, when the company built data centers in Memphis to house its Colossus and Colossus 2 supercomputers. The facilities are powered by a private collection of dozens of temporary, mobile gas turbines despite a ruling by the Environmental Protection Agency that they were being used illegally.
  • Meta, in addition to building private power stations in the short term, is pursuing a long-term strategy to build nuclear power plants, which are scheduled to come online in the early 2030s. The company committed to help build new reactors and to purchase electricity from older reactors. These deals are expected to supply more than 6 gigawatts.
  • Alphabet, Amazon, and Microsoft have entered into smaller agreements to obtain nuclear energy. Alphabet is working to reopen a disused nuclear plant in Iowa, Amazon invested in the reactor developer X-Energy, and Microsoft agreed to buy 10.5 gigawatts of new renewable energy capacity between 2026 and 2030 for an estimated $17 billion.
..."

GPT-5.4 Makes A Splash, AI's Growth on Mobile, Data Centers Go Off-Grid, Apple's Diffusion Research

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