2G Energy: Dell sees 200 GW additional AI power demand. On-site power demand will significantly increase - opportunity for more Gas2Power contracts!
Reading Time: 3 minutes
At the Traderfox model portfolio value 2G Energy (i), the arguments are solidifying that data centers are one of the main growth drivers of the coming years. Two current developments are particularly favorable for the specialist in decentralized power plants: Texas is halting new data center grid connections, while Dell expects around 200 GW of additional capacity from AI expansion by 2030. Texas reveals the real problem of the AI boom Texas has temporarily paused new grid connections for large data centers and is scrutinizing the huge project...
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