Data centres & compute
Announced capacity is a statement about chips. Delivered capacity is a statement about substations. The step that now sets the pace sits two tiers below the operator and appears in none of their disclosures: the winding shops that build large power transformers, and the queue for a connection to the network.
Grid interconnection has replaced silicon as the binding constraint on compute
Announced capacity is a statement about chips. Delivered capacity is a statement about substations. The step that now sets the pace sits two tiers below the operator and appears in none of their disclosures: the winding shops that build large power transformers, and the queue for a connection to the network.
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