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TL;DR
The grid is a structural bottleneck: US interconnection queues hold over 2,600 GW of projects with median wait times of 4.5 years, stretching to 8 to 12 years for large-scale data centers.
Lessons from mobile electrification: Data center operators face the exact power delays that EV fleet managers experienced a decade ago, where relying on promised utility timelines stalled operations.
Immediate bridge power deployment: On-site solutions like Battery Energy Storage Systems (BESS) and microgrids can be commissioned in weeks to bring compute capacity online without waiting for formal grid connections.
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By Josh Aviv, CEO and Founder of SparkCharge
The data center industry is facing a power problem that looks familiar to me.
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