US Grid Constraints: Towards 40GW+ of Behind-the-Meter Datacenter by 2028?

2.2-2.5 GWdc solar capacity which at 600W/panel amounts to 14-17sq mi plus additional 8-12GWh of storage to deal with nighttime, two-three days of cloud cover is not going to work with these numbers.

Ballpark 5-7BN$

Nuclear otoh, 1GW continuous - gives constant power, badly managed first of a kind (or first one after decades) build will be at around 10-15BN and that’ll cover two 500MW data centres.

There’s also the second/third degree order effects nuclear power stations have of creating jobs and industrial manufacturing demand. To run a nuclear power station you need to employ 1000 people (engineers plus support staff) - that’s a small town’s worth of adults. So you’ll need a town with a school, hospitals, stores - those need staffing as well.

Unfortunately building nuclear is not something that’s currently a feasible path as it requires patient capital and long term vision and planning.

So gas turbines it is at around ~1BN$

In Europe, we approach energy generation as a political, or climate problem. We are building solar and wind power sources, not to make energy cheaper, or to make grid more resilient, but to fulfill an ideological goal.

The results are, not great, to be honest. The energy prices have increased substantially, and are now driving our chemical industry bankrupt.

Edit: I do not dispute the climate change. I am only highlighting impacts of current policy.

Without enforcement it will happen continuously with snail pace

Not in western Europe, because they spent almost all their excess economic output over the past few decades on welfare/transfer payments.