Reliability is king. Why not just buy 50 sq mi of ranch land in Arizona for a data center complex, install a solar and battery storage system and eliminate electricity concerns for the next 20 years? Using LFP or sodium-ion batteries for storage effectively eliminates fire risk.

Have there been any formal studies looking at OpEx ROI for offgrid carbon free generation + storage for data centers? Exiting the grid and vertically integrating on site generation eliminates a lot of risk when dealing with an external utility.

FAANG has the market cap to drive down costs for reliable carbon-free generation and storage, like Alphabet is doing[1].

Microsoft is demonstrating water-free cooling solutions[2]. As long as there's a fiber backbone nearby, FAANG can slash energy OpEx and not worry about the rest of the grid. Or natural gas prices.

[1]https://dataconomy.com/2024/12/11/why-googles-800m-bet-on-cl...

[2]https://datacentremagazine.com/news/how-are-companies-pionee...