[epistasis]

> Gas is the cheapest, fastest zero-to-production choice for onsite power generation, and has been for a long time.

Is it, though? There's a ton of projects out there waiting to get their solar on the grid in west Texas, partnering with one of them and launching the project early while waiting on the interconnection queue, and adding enough batteries, gives a more robust solution right now without the SPOF nature of large single generators.

Add to that the long backorder list for gas turbines right now, with no end in sight, and I'm surprised that Microsoft would power this particular location with turbines because it's probably their best chance to do off-grid massive solar projects.

Massive off-grid solar is what China is choosing for some absolutely massive new industrial projects. Nuclear is a no-go because it takes so long to deploy, but solar + batteries are cheap COTS and available in abundance, unlike gas turbines.

[chasd00]

> Is it, though? There's a ton of projects out there waiting to get their solar on the grid in west Texas,

gas turbines run at night too so there's no storage/backup supply issue to consider. They also take up significantly less space than wind or solar and those data centers are already gigantic.

[stonogo]

> Is it, though?

Yes.

There is no point in waiting for interconnection when you can just... not do that, and do all your generation behind the meter, with complete control of the generation to match your load. Solar wants an interconnect so they can sell off surplus; with gas you just turn the dial down to meet the load and walk away.

The clock is running on the datacenter goldrush. 70-90% of the capex window is going to be soaked up just with construction time. Introducing a capricious ERCOT permit process and shopping around for friendly solar projects to hop in bed with makes no sense when you can just write a check and solve the problem forever.

I'd bet the deal with Chevron was to enable Microsoft to hop the queue here and get those GEV turbines soonest.

[epistasis]

I'm not saying wait for an interconnection, I'm saying take a project that already has a fully developed plan, that's waiting for interconnection, and build the DC right there next to it, beef up the battery component of the plan and go to town. Interconnection happens some time in the future, giving far more financial opportunities for everyone, but in the interim the electricity goes fully to the DC.

[alex43578]

Because I expect the economics of enough batteries to carry a data center’s worth of demand through the night and morning is too expensive compared to essentially free natural gas.

Data centers would ideally run at ~100% utilization, so any drop in solar output needs to be fully met by batteries.

[jeffbee]

> Data centers would ideally run at ~100% utilization

I don't think this is broadly accepted among major data center operators.

[rayiner]

What makes you think you can change the facility that's in the ERCOT queue while keeping your place in line?