Friday, April 4, 2025

Large Data Centers -- Random Note -- April 4, 2025

Locator: 48421LDC.

From April 2, 2025: the sixth industrial revolution --  this LDC story is getting wilder and wilder by the day. 

Headlines:


Another story not widely reported:

  • state-regulated utilities have long-term contracts to provide "x" amount of electricity to legacy industries; 
    • many of these industries no longer need all that electricity, but contracts force utilities to "reserve" large amounts of electricity for these legacy industries -- think paper mills, textile factories
    • these contracts / quotas leave very little wiggle room for new industries -- think LDCs -- which now require new electricity-generating plants
  • one solution: Amazon, Alphabet, Meta buying legacy industry sites not for their original purposes but for the contracts to supply electricity --
  • having said that -- the amount of electricity used by these legacy industries pale in comparison to what the new LDCs will require.

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