The Sovereign Gigawatt
If we want the intelligence, we have to build the power infrastructure.
by Douglas Maly
As artificial intelligence drives unprecedented electricity consumption, tech giants are increasingly bypassing traditional utilities to source power on their own terms. This article examines the rise of the “Sovereign Gigawatt”: the self-sufficient, behind-the-meter microgrid, which is both a long-term strategic play and an interim bridge-fix. The author explores how hyperscale data centres are fundamentally reshaping substation architecture in the process.
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