Everyone is talking about batteries but honestly you don’t need batteries.

- Data centers don’t sleep

- Data center load (for AI) could be shifted to follow the sun

- The energy requirements mean you aren’t likely to overbuild your solar farm

At night just stop running your GPUs and / or pull from the grid

<50% utilization of billions of dollars of capex. Brilliant idea.

Using GPUs as paperweights at night doesn't seem to be an efficient usage and it comes with its own costs. "Pull from the grid" is what they try not to do.

Seems crazy to build an expensive factory and then cheap out on the power source so it can only run when it is sunny out