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.
The Sovereign Gigawatt
If we want the intelligence, we have to build the power infrastructure.
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