TechieTwo I don't feel it is unreasonable for data centers to be required to produce their own electricity instead of burdening the utility companies and residents. If they can't produce their your own electricity then their Biz model fails. Reply
King_V Putting any kind of requirement on business seems very unlike Texas's government, and thus, immediately smells fishy. Or, at least, performative. Reply
alan.campbell99 AFAIK Texas' grid is independent, not linked to the national grid, I suppose this comes into consideration with all these extra requests for grid power? Reply
blppt King_V said: Putting any kind of requirement on business seems very unlike Texas's government, and thus, immediately smells fishy. Or, at least, performative. Its not that unusual when you consider that people were ready to storm Austin when their electricity rates skyrocketed — without massive data center projects adding to the load. Their utilities are very privatized and more unregulated than most, leaving it extremely sensitive to loads/demand when it comes to billing. Politicians at least for now still have to worry about being booted out of office. Reply
JamesJones44 alan.campbell99 said: AFAIK Texas' grid is independent, not linked to the national grid, I suppose this comes into consideration with all these extra requests for grid power? It is and it isn't. The primary energy production on the Texas grid is independent from the other grids in the US. However, there are interconnects that do exchange power between the Texas grid and other grids, but it's fairly limited. For 99% of the power used in Texas it's coming from its own grid. Reply
phead128 This anti-AI data center propaganda has got to be stopped! Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/data-centers/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/data-centers/texas-slams-on-the-breaks-for-1-800-data-centers-power-grid-requirements-are-five-times-higher-than-peak-record-demand-474-gigawatts-of-power-requests-are-now-subject-to-new-moratorium#main
- https://www.tomshardware.com/membership
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Informational only. No financial advice. Do your own research.