“ FORTUNATELY ,
THERE ARE CERTAIN LOCATIONS IN THE WORLD WELL SUITED TO RAPIDLY BUILD OUT NEW RENEWABLE GENERATION AND STORAGE .
E D I T O R ' S Q U E S T I O N
ALI FENN , PRESIDENT , LANCIUM
With AI driving significant incremental demand for data centres over and above already strong core market growth ; estimates for AI in the US market range from an incremental 30 – 60GW ’ s over the next 5 – 10 years . Access to energy has become the fundamental driver and governor of infrastructure development – available and planned capacity in traditional data centre markets just simply does not meet the forecast demand .
At the same time , fossil fuel plants are being retired at record levels as part of the broader decarbonisation initiative .
Net impact : hyperscalers and data centre developers are considering all possible pathways , and there will absolutely – unfortunately – need to be more gas to hit the aggressive growth timelines .
Fortunately , there are certain locations in the world well suited to rapidly build out new renewable generation and storage , fuelling the incremental load growth with corresponding growth with sustainable resources . Texas , in particular , is emerging as a leading opportunity , characterised by abundant sun and wind , a connect-and-manage system for new generations , a deregulated market , a
“ FORTUNATELY ,
THERE ARE CERTAIN LOCATIONS IN THE WORLD WELL SUITED TO RAPIDLY BUILD OUT NEW RENEWABLE GENERATION AND STORAGE .
business-friendly environment and plenty of physical space .
At Lancium , we capitalise on these conditions to develop Gigawatt-scale data centre campuses , complemented by new generation and storage resources , as well as dynamically orchestrated energy management solutions , to enable our customers both to grow to megascale infrastructure and to do so without compromising climate goals . �
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