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35,443 Views | 357 Replies | Last: 10 days ago by 500,000ags
hph6203
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AG
My point wasn't that the state would be more responsive than the local to community expectations, it was that it is reasonable for the state to set minimum requirements before a data center can be built. Electrical and water consumption is not a hyper local issue. A large energy or water demand is more often than not going to impact more than the individual county where it is constructed. If a 5 GW data center project is proposed for Bastrop County it is going to impact more than just Bastrop County so ensuring consequences are mitigated for surrounding counties to a minimum standard is appropriate and then Bastrop County can negotiate the overlays above the minimum.

Requiring that a data center of a specific size threshold has to supply their own energy is an entirely reasonable expectation and one that most of the large data center projects are entirely accepting of. Whether that energy is supplied through locally generated power or through batteries that bridge the period of the narrowest segment in difference between energy generation and demand.

In the ideal ERCOT's power consumption flattens over time with large energy demand projects time shifting productive capacity from low utilization periods to higher utilization periods. Charging large scale battery installations overnight/during peak renewable production and expending them in the evening. When production falls and demand remains elevated. An installation like that can result in a more stable grid that can accommodate shortfalls in production during high demand days by reducing data center consumption and back filling to the grid to cover shortfalls.
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500,000ags
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AG
This was and is one of my primary grievances. When "we" asked the city council about grid reliability, they had zero answers about 4 months ago. Zero. And then it was asked are ya'll saying nothing because it's unknown or because it's not good? One of the council members said we have zero reason to think it cannot handle. Aka, the former, it was just unknown. The next logical question was so why have you approved so many data centers to go live. The next meeting they clearly had talking points from the developer to say it's ERCOT's responsibility to assure grid reliability, and that it's not under the city's purview. I mean it's not a pretty sight seeing that lack of due diligence.
Ragoo
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AG
500,000ags said:

This was and is one of my primary grievances. When "we" asked the city council about grid reliability, they had zero answers about 4 months ago. Zero. And then it was asked are ya'll saying nothing because it's unknown or because it's not good? One of the council members said we have zero reason to think it cannot handle. Aka, the former, it was just unknown. The next logical question was so why have you approved so many data centers to go live. The next meeting they clearly had talking points from the developer to say it's ERCOT's responsibility to assure grid reliability, and that it's not under the city's purview. I mean it's not a pretty sight seeing that lack of due diligence.
why do you think the city council knows anything about grid reliability? They don't own or control it. Data centers being built today are installing behind the meter power. Heck, I work in nat gas and we have been installing behind the meter power generation for over a year and will be into the foreseeable future.
500,000ags
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AG
Interest is on local grid reliability since AI hardware is known to surge at peak times and also drop on a dime if its own system checks believe the grid is incorrectly unstable. NERC had their May 4 statement citing regional/local surge concerns for these very reasons. The city/state should not be approving projects without reasonable due diligence.
I bleed maroon
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AG
Folks - a brief sidebar to share:

I am not involved in any element of the data center business or SpaceX (other than being an investor who can't help but be interested in the space in today's environment), but I find the disparity of ideas that have been posted as very helpful to the layperson at understanding these trends. Very good point / counterpoint analysis on here. So keep up the back-and-forth - - it's helpful for the rest of us as investors and citizens!
Diggity
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AG
thought this was an appropriate spot for this

Ragoo
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AG
500,000ags said:

Interest is on local grid reliability since AI hardware is known to surge at peak times and also drop on a dime if its own system checks believe the grid is incorrectly unstable. NERC had their May 4 statement citing regional/local surge concerns for these very reasons. The city/state should not be approving projects without reasonable due diligence.
man idk what you are rambling about.

Data centers are installing their own behind the meter power. That makes them independent from the grid. I don't know their electrical one-lines but power stability is assured via PFCC installation.
500,000ags
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AG
Is 3 sentences rambling?

Our data centers are powered "in partnership with Oncor using existing transmission infrastructure." That's the extent of what we were told.
 
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