⚡︎ Independent, reader-supported & ad-free · Follow the megawatts in all 50 states ⚡︎ Support Us
Watch · Our Take

How are data centers meeting energy requirements?

CNBC International Live · 1 year ago

The short version: CNBC's JP Ong surveys how data center operators plan to double their power draw by 2030 — but the harder U.S. questions are who pays and who's left short.

Our Take

CNBC's JP Ong, reporting from the Energy Asia conference, frames the IEA's projection plainly: data center power demand could nearly double by 2030. That's a global industry-conference conversation about supply curves and generation mix. Here at home, it's a conversation about your electric bill, your local watershed, and whether the substation upgrade next door got approved at a public hearing you never heard about.

The polished panel answer is usually "we're bringing our own power" — nuclear deals, gas turbines, renewables plus storage. What rarely gets said on stage is who's actually financing the grid interconnects, the transmission upgrades, and the water rights that make any of that possible, and how much of that cost gets socialized onto ratepayers who never asked for a hyperscale neighbor. "Meeting the requirements" is doing a lot of quiet work in that panel title.

We track those tradeoffs project by project because the trade press mostly doesn't. Check the map for what's proposed or under construction near you, and see take action if you want to know what levers your community actually has before the deal is signed.

This is GridWatch the USA’s original commentary. The video above is the work of CNBC International Live, published on YouTube — full credit to the creator.