Bring Your Own Power Plant: Goldman Now Sees Behind-The-Meter Powering 25% Of All Data Centers By 2030

For the past year we have been banging the same drum: if hyperscalers want to plug a city's worth of load into an already-strained grid, especially without being burned down to the ground by an angry mob after it has seen its electricity bill 10x in a year, they should bring their own power plant.

Back in November, as electric bills began their now-familiar vertical ascent, we said it plainly:

The demand side: another 170%