$AMZN CEO: “There is a power shortage in the US and the world.”For new data centers, the most optimistic grid connection wait time is 3 years as power transformer lead times stretch to 12-24 months.So, most of the developers and hyperscalers are resorting to natural gas as it’s the fastest option.But even then, permitting is still an issue and risks delays and cancellations as is the case for $NBIS New Jersey data center.Power is now a bigger bottleneck for scaling AI than it’s ever been.
1:07
x.comOguz Erkan
$AMZN CEO: “There is a power shortage in the US and the world.”For new data centers, the most optimistic grid connection wait time is 3 years as power transformer lead
Oguz Erkan (@oguzerkan). 74 replies. $AMZN CEO: “There is a power shortage in the US and the world.”For new data centers, the most optimistic grid connection wait time is 3 years as power transformer lead times stretch to 12-24 months.So, most of the developers and hyperscalers are resorting to natural gas as it’s the fastest option.But ...
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