Why it matters

Power is now bottleneck for AI datacenters. Understanding shapes strategy.

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The architecture

Rack density: 40-120kW (up from 10-15kW).

Grid tie-in constraints.

On-site backup + generation growing.

GPU DC power stackRack density40-120kW modernSite totalMW to GW scaleGrid + backuputility + on-siteAI DCs at 500MW-1GW; grid constraints delay projects years
Power scale.
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How it works end to end

Rack: 40-120kW modern.

Site: 50-1000 MW.

Grid: multi-year interconnect queue.

Behind-the-meter gen: nuclear PPAs, solar, gas.