Data-centers: the economics?
…data-center industry is $250bn, across 500 large facilities, 20,000 total facilities, and around 40 GW of capacity, which likely rises by 2-5x by 2030. A 30MW mid-scale data-center, costing $10M/MW…
Bill of materials: electronic devices and data-centers?
…copper use in AI data-centers can range from 30-60 tons/MW. But on the other hand, these older studies may not fully reflect the scale-up of computing density per rack, which…
Cummins: diesel engine and generator technology?
…also increase the market for diesel gen-sets from 3GW pa to 7 GW pa. Hence we have been exploring companies in medium-scale commercial and industrial power generation, such as Generac….
Moving targets: molecules, electrons or data ?!
New AI data-centers are facing bottlenecked power grids. Hence this 15-page note compares the costs of constructing new power lines, gas pipelines or fiber optic links for GW-scale computing. The…
Power distribution: the economics?
…through smaller distribution lines (4-35kV), before ultimately reaching residential, commercial and industrial customers. This data-file aims to model the costs of power distribution, across projects that average 4-35kV voltages, 10MW…
Solar generation: minute by minute volatility?
…Point is a 333MW-dc and 275MW-ac PV solar facility, in New South Wales, Australia, equidistant between Sydney and Adelaide, 500km inland, at -35ºS latitude. As a case study for large-scale…
Back up: does ramping renewables displace gas?
…to fully replace the flexibility of these gas turbines with grid-scale batteries, for the reasons on pages 9-10. Conclusions, predictions and implications are summarized on page 11. Power grids are…
Wind generation case study: minute by minute volatility?
…large-scale wind generation, we have evaluated its output, every 5-minutes, over the course of 2023 (105,000 data-points), using data from AEMO. The project’s average utilization factor across the year was…
Coal power generation: minute-by-minute flexibility?
…a case study for the flexibility of large-scale coal generation, we have evaluated this coal plant’s output, every 5-minutes over 2023 (105,000 data-points!), using data from AEMO. Average utilization for…
US gas pipeline capex over time?
…per line. However, the main gas transmission network consists of 30 x large lines each running 2,000 – 15,000 miles. GTpa scale CCS in the US could continue leaning on…