Data center developers are increasingly turning to on-site power generation, primarily natural gas-based microgrids, as a solution to significant interconnection delays with the main power grid. This shift is driven by the urgent need for reliable electricity to support the rapid expansion of AI infrastructure, with data centers' power consumption expected to more than double in the US by 2028. Unison Energy, an Energy-as-a-Service provider, is capitalizing on this trend by offering behind-the-meter generation systems under long-term contracts, moving on-site power from a workaround to a primary design choice. AI
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IMPACT Accelerates AI infrastructure build-out by addressing critical power supply bottlenecks caused by grid interconnection delays.
RANK_REASON Interview with CEO of an energy services company discussing infrastructure challenges and solutions for AI data centers. [lever_c_demoted from significant: ic=1 ai=0.7]