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Nutty
@NuttyCLD
Analog IC Designer | Structural Approach in the AI Wave | Semiconductors & Power & Optics |
Joined January 2015
1.6K Following    21.2K Followers
As long as grid expansion remains difficult in the near term, on-site generation is one of the most practical short-term solutions for AI data centers. The main options are reciprocating engines, gas turbines, and fuel cells. Among the three, fuel cells have the clearest advantage when it comes to noise and local environmental impact. The $NBIS case shows that these environmental factors can matter far more than people think when it comes to permitting. The Vineland data center was originally expected to use gas engines, but environmental and permitting issues eventually pushed the project toward $BE’s fuel cells. Of course, fuel cells still produce CO2 when they run on natural gas, so they are not perfect clean energy. But they are probably one of the few solutions that can be deployed at scale today while keeping noise and local air pollution relatively low. Especially with the midterm elections approaching, local opposition could have a much bigger impact on data center deployment than many investors expect. Going forward, it may matter just as much how easily a project can get permitted and actually get built as how cheaply it can produce power. Related article: NBIS/BE News:
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