Hardware Podcasts

The case for colocating data centers and generation

Catalyst · 13 Feb 2025 · 44m

What this episode covers

Sheldon Kimber, founder and CEO of Intersect Power, explains how colocation of behind-the-meter solar, wind, and storage with data centers bypasses grid interconnection delays and capacity constraints. He details Intersect’s $800 million partnership with Google and TPG, noting that this model allows for faster time-to-power and cleaner operation than traditional grid-tied solutions. Kimber argues that while grid connections remain optional for insurance, the primary value lies in speed and scale, enabling multi-gigawatt sites in regions like the Texas Panhandle to come online by 2026-2028. He also dismisses concerns that AI efficiency gains (like DeepSeek) will reduce overall power demand, citing Jevons Paradox and the recursive nature of AI inference.

Most relevant to

companies scaling up

Topics

Mentioned

Companies
Intersect Power, Google, TPG, EnergyHub, Crusoe
Also
DeepSeek

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