Solar is dirt cheap in China, where 85% of panels are produced. The problem is they're made in China and face tariffs/import bans in the US/Europe.

Nat gas is preferred for AI DCs because it has faster time-to-market, doesn't have the intermittency issues. Training on solar + storage is an issue because of network synchronization.

I get the gas turbine for semi-temp power when there's not enough grid support, but they're talking about doing this long-term: https://www.gstatic.com/marketing-cms/79/80/fb229abf40efa81e... . Not a single mention of "solar" or "renewable" in there. Are they just trying to appease Trump administration?