Fast, scalable, clean, and cheap enough

How off-grid solar microgrids can power the AI race

Fast, scalable, clean, and cheap enough How off-grid solar microgrids can power the AI race December 2024 By Kyle Baranko (Paces), Duncan Campbell (Scale Microgrids), Zeke Hausfather (Stripe), James McWalter (Paces), Nan Ransohoff (Stripe) Check out our new open-source site cost calculator Thank you to many for providing feedback on previous drafts: James Bradbury (Anthropic), David Robertson (Tesla), Austin Vernon (Orca), Alec Stapp (Institute for Progress), Casey Handmer (Terraform), Jesse Peltan (The Abundance Institute), Shayle Kann (EIP), and Andy Lubershane (EIP), James McGinniss (David

saved by

• Phuong Ha Tran Nguyen
• Anson Yu
• Falah Rajput
• Asma Lamgh
• Kristie Huang
• Arielle Lok

related reading

• Grid Storage: Batteries Will Win – Casey Handmer's blogcaseyhandmer.wordpress.com
• Scale Microgridsscalemicrogrids.com
• The Most Expensive GPU is The One You Didn't Hedge - ADM Investor Servicesadmis.com
• The Most Expensive GPU is The One You Didn't Hedge - ADM Investor Servicesadmis.com
• No Data Centers In My Backyard - by Jasmine Sunjasmi.news
• IIIa. Racing to the Trillion-Dollar Cluster - SITUATIONAL AWARENESSsituational-awareness.ai
• How AI Labs Are Solving the Power Crisis: The Onsite Gas Deep Divenewsletter.semianalysis.com
• Power 2026 - Electricity Pricing in the Age of AIpower2026.ai
• Winner Takes Power: The Energy Strategies Driving the AI Raceaishwaryamahesh.substack.com
• Future of Energy Reading Listcaseyhandmer.wordpress.com
• Decentralizing the Electric Grid | Andreessen Horowitza16z.com
• Can AI scaling continue through 2030? | Epoch AIepoch.ai