| ▲ | maxglute 11 hours ago | |||||||||||||
Now deliver 500 turbines by Q2 2026... oh you can't because you need 4-5 years to build and scale up manufacturing and train a skilled workforce? Well that's better than 5-10 years to build centralized power plants... or just truck in a shit load of low skilled Mexicans to build out island solar and battery to alleviate bottle neck and throw in a bunch of diesel/gas generators. The problem isn't better turbine, it's lead times that can satisfy data center demands at current rollout timeline. America being america makes large scale centralized infra difficult, building supply chains for essentially aviation turbines may be faster, but not more than just slapping down renewables and diesel/gas generators. You can get all the commodity generators and solar tomorrow. Like ~85% of of PRC's new power generation this year growth is mostly renewables. It's a new distributed tech stack that can be spung up at scale incredible speed vs centralized generation infra. PRC built out about 300GW of renewables this year, US data centre needs projected at 100GW by 2035 with no sign centralized plants will be online in time. Combine with some dirty generators and US datacentres can survive on islanded utilities until the bubble burst. | ||||||||||||||
| ▲ | qwe----3 11 hours ago | parent [-] | |||||||||||||
> It's a new distributed tech stack that can be spung up at scale incredible speed vs centralized generation infra. When you get too much renewables solar/wind you can get blackouts like spain did. Fast grids fail fast. It's also important to have grid inertia to resist changes in frequency (which you get from due to the kinetic energy stored in spinning generators) | ||||||||||||||
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