$1.75 billion. That's what National Grid (a major utility) is putting into a power developer building capacity right next to AI data centers. The goal is to skip the slow wait for grid interconnection.
- National Grid is putting $1.75 billion into a power developer building capacity next to AI data centers.
- The model is behind-the-meter generation, bypassing the slow wait for grid interconnection.
- AI's bottleneck shifted from chips to power availability.
National Grid announced a $1.75 billion investment in a power developer building generation capacity right next to AI data centers. The reason is simple - waiting for grid interconnection takes years, and data centers want power now.
Here's the trick - the problem moved. Yesterday it was a GPU-shortage. Today it's a megawatt-shortage. A chip ships in weeks, a power plant takes years. That's why money is now chasing power. Building AI infrastructure today? Ask about megawatts first. Whoever hooks up their own generation next to the servers holds the real bottleneck. That's it.