SemiAnalysis projects surge in off-grid data centers amid feasibility questions

A new forecast predicts significant growth in off-grid data center deployments, but analysts question whether the economics and technical requirements support such a transition.

First covered Jul 17, 2026 · 7:25 AM PT · 1 article · no longer in the live window

SemiAnalysis projects surge in off-grid data centers amid feasibility questions — Image via latitudemedia.com

Coverage

71d Latitude Media The off-grid data center fantasy — A new SemiAnalysis forecast shows a coming surge of off-grid data centers. Are the numbers realistic?

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Discussion

Bluesky: @volts.wtf David Roberts · 70d ago · 147 ♥ The grandiose projections you're seeing these days about "off-grid" data centers are almost certainly delusional -- produced, as @jigarshahdc.bsky.social says, by "28yos using Claude" rather than people with actual experience in the power sector.

Appeared in: 2026-07-17 (#13) · 2026-07-18 (#20) · 2026-07-19 (#10)

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