Utilities must adapt to data center growth and on-site generation

Timelines — The New Bottleneck Data center power isn’t built overnight. Even “fast” onsite natural gas projects can take 40+ months from concept to COD. For AI-hungry data centers, that’s an eternity. This mismatch between demand now and power later is the defining bottleneck of today’s market. Case Study: A hyperscaler in the Southeast broke ground on a 200 MW onsite gas facility. Despite political support and land secured, the interconnection queue pushed COD to 42 months. To bridge the gap, they staged 50 MW of BESS + quick-start peakers. At NOVUS, we help clients cut through risk by: ✅ Navigating interconnection & permitting best practices ✅ Structuring hybrid staging that brings power online sooner ✅ Designing projects that attract capital without false promises ⚡ The AI revolution doesn’t run on hype. It runs on electrons. #GreenElectrons #Insights #PolicyInsights #NOVUS #Energy #EnergySector #Strategy #LongTermStrategy

https://lnkd.in/g9qZa46m Big Tech’s hunger for data is now colliding with the grid. As data centers multiply across Texas, Pennsylvania, and beyond, the strain on power systems is no longer hypothetical. This is the new front line for Energy & Utilities. The consulting challenge is clear: modernize grid infrastructure at speed while building resiliency into every layer. A.I. will not just optimize load forecasting and outage response, it will also rewire the operating model itself (driving predictive maintenance, real-time demand shaping, and advanced resiliency planning). Consultants who can translate this convergence into strategy and execution will lead the market. Those that hesitate will find their customers facing higher costs, more volatility, and greater risk. The winners will be utilities that embrace A.I. as a transformation lever, not a bolt-on. #GridModernization #EnergyTransition #AI #DigitalTransformation #Utilities #Resiliency #ManagementConsulting #SmartGrid

Everyone’s talking about new data center demand. But the real bottleneck isn’t land or capital. It’s the interconnect queue. Projects are waiting years just to get approval to tie into the grid. In some regions, the queue’s longer than the actual construction timeline. Meanwhile demand isn’t slowing down. AI campuses are scaling faster than utilities can react. Renewables are stuck in the same line. And battery projects can’t move without approvals either. That’s why more developers are looking at on site generation and microgrids. It’s not just about cost or control... it’s about speed. If you can’t energize quickly, you can’t capture this wave of demand. The conversation used to be about where to build. Now it’s about how fast you can connect. #DataCenters #EnergyInfrastructure #Grid #PowerStrategy

Regulators need to say that data centers need to use 100% wind, solar, geothermal and batteries. No fossils. No nuclear. No grid.

“10 AI tools worth trying in 2025 1. ChatGPT.com – solves anything 2. RecCloud.com – converts speech to text 3. MidJourney.com – generates art 4. Replit.com – writes and runs code 5. Synthesia.ai – creates AI videos 6. Soundraw.io – produces music in seconds 7. Fliki.ai – turns text into TikToks 8. Starry.ai – creates AI avatars 9. SlidesAI.io – makes presentations for you 10. PicWish.com – edits photos fast”

AI - BIG TECH - DATA CENTER Revolution is taking the front page. Everyone is talking about the 4-Major Elements to make it happen: Compute-Connectivity-Cooling-Power, known as C3P. The C3 needs enormous power, and it seems to be the major roadblock. Today, no existing power plant and grid infrastructure can handle the power demand when AGI (Artificial-Generative-Intelligence) technologies will drive the world forward. It could reach 5X the power demand today in just 15 years and 10X in 20 years. The power supply is only the limit in AI revolution. The full package of Rollie Wind Energy Technologies is the only technology invented to provide power side by side with the AI revolution. Why wind? because the supply will never run out as long as our planet Earth orbits the sun. Freely delivered to the farm sites. What is missing? Is the right wind turbine technology that can do the job. Rollie Wind Turbine Technology was invented to handle the fluctuating 4-wind insane behaviors. Definitely, the incumbent Windmill Turbine cannot. Stage -1, Power Generation The 30MW Rollie Wind Turbine is far more advanced and powerful for onshore sites along windy coastlines, and on shallow reefs facing the open seas. This wind turbine was invented to truly capture wind to produce huge amount of energy output, will not over spin, burn, or burst, and can survive the most destructive wind - Category 5 super typhoons in the Pacific islands. Tip height is 60-80M tall only, and 75M turbine diameter. Fast, simple, and low-cost to build. Can send the Windmill turbine to voluntary retirement because it can't compete at all levels of comparison. Stage -2, Cableless HV Power Transmission To eliminate the grid. Rollie Wind Farms can transmit HV Cableless Power to anywhere on the planet (Windmill Farm is not capable of). Not by the lousy wave-beaming philosophy that requires a direct line of target. Cableless transmission will eliminate intermittency because wind is a seasonal feedstock; it follows the pattern of four 4-seasons, when wind is down in one area, they are abundant and excessive in other areas. The excess energy shall be transmitted by cableless transmission to the needy low wind areas, and vice versa, for a continuous supply. Stage -3, Cableless Power Distribution To power the mobility sectors: Land, Sea, Air, and Space. Battery-driven EVs shall be replaced with Fully Electric Vehicles (FEV). No battery, No charging. The maritime industry shall be converted to fully Electric Ships (FES) with Electric Propulsion and Auxiliaries. Shall be fitted with a Modular Cable-less Power Receiver on every ship's deck. To advance humanity is to think of the unthinkable. It's difficult, but being difficult doesn't mean impossible. We call on the big techs, AI-Data Center operators, to check with us and explore. Join the Rollie Wind Energy Consortium, let's build the pilot. We are a partner, not a competitor. Check our recent post. Link below. https://lnkd.in/gfbmX4Wn

Demand for AI services, hence demand for data centers are here to stay for a long while. Getting an affordable interconnect will be the name of the game.

Data centers are the backbone of the digital economy. However, energy demand to power energy-intensive data centers is expected to double by 2026. AI uses 10 times the amount of power generation than a simple web search so, as the world demands more from AI, energy demand will continue to grow exponentially. We must meet this growing demand for critical power for data centers in a way that supports sustainable energy development. Data center hyperscalers, project developers, packagers and end users need solutions that answer for today, tomorrow and into the future. But how can Baker Hughes support critical power for data centers? ➡️ Natural gas will continue to play a vital role. Our NovaLT™ gas turbines are ready now to support the data center industry growth. Click here to read our announcement about our gas turbine technology addressing power demand growth from the data center market: https://lnkd.in/eDdCpNYP 🔗 ➡️There are of course other pathways to clean energy to power data centers. Baker Hughes has a portfolio of diverse, reliable and clean power solutions, including geothermal, hydrogen, cogeneration and Carbon Capture Utilization and Storage (CCUS) to provide market-ready, efficient and flexible solutions. By applying and sharing innovations, we can pave the way to a sustainable industrial future, ensuring progress at scale benefits both people and the planet. Explore our clean power solutions🔗: https://lnkd.in/gVsGYTTT #DataCenters #CleanPower #SustainableEnergyDevelopment #EnergyTechnology #Data #Digital #CleanPowerSolutions

Data centers are the backbone of the digital economy. However, energy demand to power energy-intensive data centers is expected to double by 2026. AI uses 10 times the amount of power generation than a simple web search so, as the world demands more from AI, energy demand will continue to grow exponentially. We must meet this growing demand for critical power for data centers in a way that supports sustainable energy development. Data center hyperscalers, project developers, packagers and end users need solutions that answer for today, tomorrow and into the future. But how can Baker Hughes support critical power for data centers? ➡️ Natural gas will continue to play a vital role. Our NovaLT™ gas turbines are ready now to support the data center industry growth. Click here to read our announcement about our gas turbine technology addressing power demand growth from the data center market: https://lnkd.in/eDdCpNYP 🔗 ➡️There are of course other pathways to clean energy to power data centers. Baker Hughes has a portfolio of diverse, reliable and clean power solutions, including geothermal, hydrogen, cogeneration and Carbon Capture Utilization and Storage (CCUS) to provide market-ready, efficient and flexible solutions. By applying and sharing innovations, we can pave the way to a sustainable industrial future, ensuring progress at scale benefits both people and the planet. Explore our clean power solutions🔗: https://lnkd.in/evrQhywH #DataCenters #CleanPower #SustainableEnergyDevelopment #EnergyTechnology #Data #Digital #CleanPowerSolutions

AI capex expectations 👇 There's no doubt that AI data centers will sharply raise electricity demand in the US. However, will reality match expectations? Here's a good example of what the electricity generators are seeing. Quotes/summary below from the article. Oncor Electric, a Texas utility, that has current peak demand of 31GWs, has requests for 186GW from data centers. CenterPoint Energy - Houston Utility - has 22GW peak demand today and has 53GW of new interconnect requests, roughly 25GW of that are from data centers. "A year ago, data centers were seeking just one gigawatt of power, said Wells, who estimates about 20% of the requested power will ultimately be delivered." "American Electric Power, meanwhile, has a 37-gigawatt system. Already, new customers requiring about 24 gigawatts of electricity have signed agreements to receive service by the end of the decade.">>> Demand growth is real...... ..."But AEP has an additional 190 gigawatts of potential demand in line—roughly five times its current system size, and the equivalent power use of at least 48 million homes." Call me old fashioned, but I like the risk reward of upstream nat gas producer with large reserves trading near book value. The utilities have already revalued. We know where hyperscalers and chip companies with AI exposure trade. https://lnkd.in/eFMdyXjq? #AI #datacenter #assetallocation #riskmanagement #retirementinvesting