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off-grid data centers

2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 12, 2026 by Jake Elder · across every show →

Everything said about off-grid data centers, oldest first

Mar 12, 2026 negative
Assertion Not checkable as stated
Elder: Early off-grid data center projects fail to maintain 90% uptime
“When we, we've heard some of the early data from some of the off-grid projects that have been built so far, the ANIC data suggests they're not able to stay above even 90% uptime yet.”
Jake Elder Mar 12, 2026 ▶ 20:43 AI scaling pathways: on grid, on edge, off grid, off planet
Mar 12, 2026 neutral
Insight
Elder: Off-grid setups partially bypass generation bottlenecks with modular equipment
“The off-grid option in some ways maybe shortcuts the actual supply chain bottlenecks on the generation equipment side, at least to some extent relative to the other options. But I agree with you, there's still a bunch of other pieces of equipment, transformers…”
Jake Elder Mar 12, 2026 ▶ 28:38 AI scaling pathways: on grid, on edge, off grid, off planet
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