zlacker

>>tedsan+(OP)
~$125B per year would be 2-3% of all domestic investment. It's similar in scale to the GDP of a small middle income country.

If the electric grid — particularly the interconnection queue — is already the bottleneck to data center deployment, is something on this scale even close to possible? If it's a rationalized policy framework (big if!), I would guess there's some major permitting reform announcement coming soon.

>>heyden+82
watching the press conference and Onsite power production were mentioned. I assume this means SMRs and solar.

>>ericcu+h3
just as likely to be natural gas or a combination of gas and solar. I don't know what supply chain looks like for solar panels, but I know gas can be done quickly [1], which is how this money has to be spent if they want to reach their target of 125 billion a year.

The companies said they will develop land controlled by Wise Asset to provide on-site natural gas power plant solutions that can be quickly deployed to meet demand in the ERCOT.

The two firms are currently working to develop more than 3,000 acres in the Dallas-Fort Worth region of Texas, with availability as soon as 2027

[0] https://www.datacenterdynamics.com/en/news/rpower-and-wise-a...

[1.a] https://enchantedrock.com/data-centers/

[1.b] https://www.powermag.com/vistra-in-talks-to-expand-power-for...

>>jazzyj+R7
US domestic PV module manufacturing capacity is ~40GW/year.