
DCD Podcast - Are utilities overstating data center demand growth?
Utilities in Southeast US plan to build 20GW of new gas generation by 2040
Utilities in Southeast US plan to build 20GW of new gas generation by 2040
Estimate based on an expansion of between 35 to 62GW during period
US and China will account for 80 percent of the projected growth
Aerial photos revealed 35 onsite methane gas turbines
Will initially automate processes currently done by grid planners
Project Hedy will be colocated with the 200MW wind farm
Suhas Subramanyam said Virginia should be taken as a “cautionary tale for the rest of the country”
The bill will not be enforced until 2026 at the earliest
Joins Meta, Microsoft and Amazon as members
Will now move to the Senate for approval
At the site of a decommissioned coal fired power station
Will have landing points across Taiwan, South Korea, Japan, and California when complete in 2028
Turbine manufacturers beginning to limit investments to reduce risks of overexposure
The PPA will cover the entire capacity of the data center
Huge increase in data center load a crucial factor in cost revision
Almost double its reported pipeline from November
Will be built on a 200-acre site in Haskell County
Looking to partner with independent power producers to build natural gas plants
Former records storage facility will deliver 16MW of capacity across 150,000 sq ft
First facility is expected to begin commercial operations in 2029
Expected to complete installation in next ten days
Will span 20 communities across US
Will apply to new or expanded facilities with a capacity of at least 70MW
Tied to solar projects in Maryland, Arizona, Illinois, and Ohio
AI drives growth and hyperscalers show no sign of slowing down
Growth reported across most major US utilities
Will form a 17-member panel to improve the verification process
Will convert natural gas into hydrogen