The report, shared with Axios, also puts the median time from a grid connection application to commercial operation at roughly five years. The bottleneck for the buildout is permits, neighbors and power, not chips.
Xcel says Google will cover any new grid infrastructure, and the storage piece is a 300 MW, 30 GWh Form Energy iron-air battery. The deal includes minimum payments and an exit fee if demand falls short, and it is still waiting on Minnesota regulators.
Every well is tied to its lease, every lease to its tracts, and every answer points back to the page it came from. His line: solve the data problem first, because the agent is easy and trust is the hard part.
Microsoft dropped its anchor deal for Nscale's planned 50 MW site in Loughton, Essex, after warnings the grid might not deliver power until the early to mid 2030s. The plan was 23,040 Nvidia GB300 GPUs. The customer, chips and money were in place, and the interconnection date still decided it.
Found via Kyler Schmitz on LinkedIn