buildOne report1 publisher Data center developers are buying their own substations and batteries to get past local opposition
Data center developers are paying for batteries, substations and transmission upgrades to win local approval, according to Data Center Knowledge. That puts the cost of residents' rate-hike fears in the developer's budget before any site is approved.
Publishers:datacenterknowledge.com
Reality
- Evidence35
- Adoption25
- Hype gap+15
- Incentives60
- Confidence40
The London builder is reportedly seeking $3 billion while telling investors it can go from 831MW to about 11GW. Anyone booking 2027 compute should price the gap, not the headline.
Reality
- Evidence45
- Adoption50
- Hype gap+35
- Incentives65
- Confidence55
SoftBank's data centre arm filed on September 1 to raise $5bn to $7bn on Nasdaq, and the price under discussion works out at about 180 times an annualized half-year revenue of $139m against $439bn of contracted backlog.
Reality
- Evidence45
- Adoption12
- Hype gap+30
- Incentives72
- Confidence55
Google will pay extra for heat that never stops, and Nevada wrote it into a tariff
Ormat's up-to-150MW deal with Google is more than ten times its first data centre contract, and the emerging-technology premium rides on the buyer's bill. Delivery starts in 2028.
Reality
- Evidence32
- Adoption34
- Hype gap+34
- Incentives62
- Confidence44
Apollo Atomics raised $31M betting the NRC, not the physics, is the hard part
The MIT spinoff keeps pressurised-water physics and redesigns the steam generator, claiming a reactor about 40 times smaller. The bet is that a licensing operator beats a physicist to a permit.
Reality
- Evidence32
- Adoption16
- Hype gap+46
- Incentives72
- Confidence38