Why American data centers can't plug in

kept by eddie jun 24

The AI buildout is bottlenecked by the slow grid interconnection process, not a power generation shortage, requiring reforms to connect data centers faster.

OpenAI has effectively abandoned first-party Stargate data centers in favor of more flexible deals — company now prefers to lease compute and says Stargate is an umbrella term
OpenAI has abandoned building first-party Stargate data centers in favor of leasing compute from third parties like Oracle and Microsoft.
also on Stargate, #data-centers, OpenAI, #ai
America's Electricity Gap - by Joseph Politano
Record US solar and battery investment is still insufficient to close a growing electricity gap driven by AI, manufacturing, and electrification, leading to rising prices and slower coal plant retirements.
also on ERCOT, #ai
A Deluge of A.I. Computing Power Is About to Come Online, Fueling Major Leaps - The New York Times
AI chip count will double roughly every nine months, reaching about 200 million H100‑equivalent units by 2028 as massive data‑center construction ramps up worldwide.
also on #data-centers, Nvidia, OpenAI, #ai
The AI data center deals that no one can verify
AI infrastructure deals lack standardized verification, making headline numbers appear as binding commitments when they are actually contingent options.
also on #data-centers, Nvidia, OpenAI, #ai