Podcasts
PodcastOpen Circuit
The off-grid data center fantasy
Voltus’s Tim Hade challenges the off-grid forecast for data centers and points to Arushi’s work in Texas as the state model to watch.
Latitude Media
In brief
SemiAnalysis has projected more than 40 gigawatts of behind-the-meter power at U.S. data centers by 2028, most of it from gas turbines, engines and fuel cells. Tim Hade, a senior vice president at Voltus, joins Open Circuit to argue that the timeline is a fantasy and that the real story for the next three to five years is load flexibility. Asked which state’s approach is working, he points to Arushi’s work in Texas on Batch Zero and the large-load rule changes.
Key points
- 01Why the off-grid forecast for data centers looks unrealistic.
- 02Load flexibility as the real story of the next three to five years.
- 03Arushi’s Texas work, cited as a model for other states.
