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.
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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.