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Grid is a decentralized computing resource trading platform based on Ether and Solana built by aggregating global underutilized computing resources. By linking computing resources in the network, it can realize the registration, transaction, allocation and utilization of computing resources for AI, gaming, IoT, blockchain and other fields, and Grid can save up to 90% of the cost compared to traditional computing services.
SemiAnalysis: Data Center Power Grid Bottlenecks Intensify, Backup Gas Generators Shifting to Round-the-Clock Power Supply
SemiAnalysis stated on X platform that traditional backup power equipment for data centers——Reciprocating Engines——are transitioning from an "emergency backup" role to a primary round-the-clock power source to meet the massive electricity demand driven by AI computing expansion.SemiAnalysis points out that in the past, data centers typically only activated on-site reciprocating engine backup power during grid failures, operating for just a few hours annually. However, with increasing grid capacity constraints, more data centers are repurposing these devices for Prime Power, enabling continuous electricity supply.According to SemiAnalysis' energy model estimates, manufacturers of reciprocating engines, including Caterpillar, INNIO, and Cummins, are expected to have signed approximately 1 GW in Behind-the-Meter (BTM) project orders this year; order volumes for 2027 and 2028 are each projected to exceed 4 GW.SemiAnalysis notes that current order volumes are still very limited compared to future potential demand. After modeling US grid constraints, they found that existing power supply margins are expected to be exhausted between 2027 and 2028, and planned utility-scale new generation capacity through 2030 is insufficient to meet the growing data center load demand.Based on its data center model, SemiAnalysis estimates that approximately 140 GW of identified data center projects still need to sign power supply contracts and may adopt behind-the-meter power supply models.Among the technologies available for behind-the-meter power supply, including reciprocating engines, aeroderivative gas turbines, and fuel cells, SemiAnalysis expects reciprocating engines to capture the largest share.The institution believes that reciprocating engines offer the best balance between cost and deployment speed, while also providing modular advantages that support phased data center expansion. Compared to fuel cells, they boast higher commercial maturity and financing feasibility. As manufacturers ramp up production capacity in the coming years, reciprocating engines are poised to become critical infrastructure for AI data centers to solve power bottlenecks.SemiAnalysis states that AI computing growth is driving data centers to shift from relying on traditional grid power to a hybrid model of "grid plus self-owned energy," with energy infrastructure emerging as a new core constraint for AI industry expansion.
AI Data Centers Spark "Power War": U.S. Moves to Accelerate Grid Connection for Large-Scale Computing Facilities
the AI boom has led to a surge in electricity demand from data centers across the United States, causing electricity prices to continue rising in many areas and prompting power outage warnings in some regions. To alleviate the power supply dilemma, the U.S. Federal Energy Regulatory Commission on the 18th required regional grid operators to consider new agreements to expedite the grid connection process for large electricity consumers like data centers. The commission also stated that it will no longer proactively consider environmental impacts under the U.S. National Environmental Policy Act when formulating rules going forward.According to data from the Data Center Map website, there are currently over 4,000 operational data centers in the U.S., with a vast number more in the planning or construction phase. However, the pace of data center construction far outstrips the speed at which new power plants can be brought online, compounded by slow grid interconnection timelines. As a result, major tech giants across the country are scrambling to secure electricity quotas for their facilities. Statistics from the Electric Power Research Institute indicate that data centers currently consume about 5% of total U.S. electricity demand, a share that could rise to approximately 20% by 2035. (CCTV Finance)
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SemiAnalysis: Data Center Power Grid Bottlenecks Intensify, Backup Gas Generators Shifting to Round-the-Clock Power Supply
SemiAnalysis stated on X platform that traditional backup power equipment for data centers——Reciprocating Engines——are transitioning from an "emergency backup" role to a primary round-the-clock power source to meet the massive electricity demand driven by AI computing expansion.SemiAnalysis points out that in the past, data centers typically only activated on-site reciprocating engine backup power during grid failures, operating for just a few hours annually. However, with increasing grid capacity constraints, more data centers are repurposing these devices for Prime Power, enabling continuous electricity supply.According to SemiAnalysis' energy model estimates, manufacturers of reciprocating engines, including Caterpillar, INNIO, and Cummins, are expected to have signed approximately 1 GW in Behind-the-Meter (BTM) project orders this year; order volumes for 2027 and 2028 are each projected to exceed 4 GW.SemiAnalysis notes that current order volumes are still very limited compared to future potential demand. After modeling US grid constraints, they found that existing power supply margins are expected to be exhausted between 2027 and 2028, and planned utility-scale new generation capacity through 2030 is insufficient to meet the growing data center load demand.Based on its data center model, SemiAnalysis estimates that approximately 140 GW of identified data center projects still need to sign power supply contracts and may adopt behind-the-meter power supply models.Among the technologies available for behind-the-meter power supply, including reciprocating engines, aeroderivative gas turbines, and fuel cells, SemiAnalysis expects reciprocating engines to capture the largest share.The institution believes that reciprocating engines offer the best balance between cost and deployment speed, while also providing modular advantages that support phased data center expansion. Compared to fuel cells, they boast higher commercial maturity and financing feasibility. As manufacturers ramp up production capacity in the coming years, reciprocating engines are poised to become critical infrastructure for AI data centers to solve power bottlenecks.SemiAnalysis states that AI computing growth is driving data centers to shift from relying on traditional grid power to a hybrid model of "grid plus self-owned energy," with energy infrastructure emerging as a new core constraint for AI industry expansion.
AI Data Centers Spark "Power War": U.S. Moves to Accelerate Grid Connection for Large-Scale Computing Facilities
the AI boom has led to a surge in electricity demand from data centers across the United States, causing electricity prices to continue rising in many areas and prompting power outage warnings in some regions. To alleviate the power supply dilemma, the U.S. Federal Energy Regulatory Commission on the 18th required regional grid operators to consider new agreements to expedite the grid connection process for large electricity consumers like data centers. The commission also stated that it will no longer proactively consider environmental impacts under the U.S. National Environmental Policy Act when formulating rules going forward.According to data from the Data Center Map website, there are currently over 4,000 operational data centers in the U.S., with a vast number more in the planning or construction phase. However, the pace of data center construction far outstrips the speed at which new power plants can be brought online, compounded by slow grid interconnection timelines. As a result, major tech giants across the country are scrambling to secure electricity quotas for their facilities. Statistics from the Electric Power Research Institute indicate that data centers currently consume about 5% of total U.S. electricity demand, a share that could rise to approximately 20% by 2035. (CCTV Finance)