AI Needs Power. Batteries Are the Short-Term Answer. Nuclear Is the Long Game.
The Problem: 100GW, But No Grid The Numbers Metric Value Data center power demand by 2030 100 GW Average grid connection delay 3-5 years New transmission line timeline 7-10 years Data center growth rate 25% annually The gap: Data centers are being built faster than the grid can connect them. Data center construction: 18-24 months Grid connection: 3-5 years (if lucky) New transmission: 7-10 years Solution A: Batteries as Grid Buffers Why Batteries Work The core insight: ...