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A weak power grid is putting a $4B Nvidia data center at risk. Armenia’s electricity challenges could derail one of AI’s biggest projects.

Francis

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350,535 views • 1 month ago •via X (Twitter)

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The U.S. Secretary of Energy explains why electricity gets cheaper when more power is built which is why fast-growing data center states often have cheaper power than NY, CA & MA. Big data centers create the demand that makes new power projects worth building.

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The biggest looming crisis in the Midwest that no one is really talking about: the risk of electricity shortages & power outages. We’re seeing greater demand on our power grid, precisely when baseload power generation is short due to the war on fossil fuels. Time to wake up & fix it.

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Bloom Energy just dropped a bombshell on their Q4 call. Their fuel cells now power absorption chillers using waste heat cutting data center electricity usage by 20%+ All is 800vdc No grid. No HFCs. Free cooling. Power + cooling from one platform. $BE 🔊 Listen to this 👇

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NVIDIA CEO: "Every single data center in the future will be power limited...We are now a power limited industry."

NVIDIA CEO: "Every single data center in the future will be power limited...We are now a power limited industry."

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Zuck META AI update. 2GW data center, could power 1M - 2M Nvidia Blackwell GPUs. A similar number of GPUs from Elon's xAI. Then other LLM providers like OpenAI, etc. The race is still well and live.

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From the data center to the ocean floor! 🌊 At Six Five Media's Summit 2025: AI Unleashed, JJ Davis (JJDavis), SVP of Corporate Affairs at Dell Technologies shared how Dell is tackling AI's biggest challenges. She detailed new liquid cooling innovations and unveiled Concept Astro, a pilot with Scripps Oceanographic Institute to make a data center grid-aware while accelerating coral reef research for ocean preservation. Discover how AI is powering sustainability in the full conversation:

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Lutnick: If you are building a data center, you were going to give power to the grid and drive the energy costs of everybody around that data center lower. Trump is going to bring lower energy prices. Everywhere that a big company builds a big data center, they are going to lower the price of energy in the entire area around it.

Lutnick: If you are building a data center, you were going to give power to the grid and drive the energy costs of everybody around that data center lower. Trump is going to bring lower energy prices. Everywhere that a big company builds a big data center, they are going to lower the price of energy in the entire area around it.

Acyn

494,231 views • 7 months ago

Finally! Canada will be taking steps to plan to double our electricity grid. Mark Carney: "Our objective is to more than double the size of Canada's electricity grid...and deliver more affordable power to Canadians." This is something I've been calling for. Canada's industrial economic expansion is constraint by our power grid. One of the most important projects that will be happening is the power line expansion is North West BC, which will also be all local industries. We need to do it ASAP.

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143,540 views • 6 months ago

$New startup company will put ‘Mini Data Centers’ on the side of residential homes all over America Companies Nvidia and PulteGroup are patterning with SPAN, “A major U.S home builder is now making small fractional data centers, or they call them nodes that can be put on the side of residential homes.” “These could negate the need to build as many hyperscalers and AI cloud providers Just tap into the node network like a regular data center now SPAN, collaborated with NVIDIA using its technology in the system span claims it can install 8,000 of these units about six times faster and at five times lower cost than the construction of a typical centralized 100 megawatt data center of the same size.” In return for letting this company put a mini data center on the side of your home, you’ll get a $150 credit on your electricity bill In some locations you could get free electricity and internet$

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$IREN CEO Dan Roberts on the scarcity of grid connected power: “We’ve got 3,000 megawatts of secured grid connected power. We’ve got a long development pipeline, but undoubtedly it is getting harder to get these grid connected projects”

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Chase Lochmiller: We’re working with Elon’s former Tesla co-founder J.B. Straubel and his company Redwood Materials, which has a massive supply of end-of-life EV batteries. As a demo, we deployed a fully off-grid solar + battery system that powers an AI data center 24/7, at a power price lower than Northern Virginia. These batteries may lose range in cars, but they still have a ton of useful life — and we’re putting that juice to work. Batteries don’t die when cars get traded in. A 300-mile EV battery that drops to 250 miles still has enormous value. Working with J.B. Straubel’s Redwood Materials, we reused these end-of-life batteries to power an AI data center around the clock, fully off-grid, solar + storage — and cheaper than the biggest data center market in the U.S.

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Ideas such as AI data centers connecting to the power grid to generate electricity could provide a “win-win situation” for the communities that host them, the reporter Jael Holzman tells Charlie Warzel. Watch Galaxy Brain:

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In a world drowning in data, how do we know what to trust? Explore how Hedera Consensus Service solves one of the digital economy’s biggest challenges: verifiable, tamper-proof data at scale. Learn more:

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Data centers play a critical role in our lives. But AI has turbocharged the need for bigger data centers, putting a growing demand on the existing power grid. So what happens when the digital backbone of our lives needs more power than the world can offer?

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