Kimber: AI data centers will never offer flexible power load
Sheldon Kimber · The case for colocating data centers and generation · Feb 13, 2025 · at 28:49
Sheldon Kimber, CEO of Intersect Power, explains to Shayle Kann why massive CapEx for AI chips ($30B per gigawatt) prevents data centers from curtailing operations during expensive grid peak hours.
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“Every second you aren't running that at a hundred percent capacity factor is enormous amortized cost, right? So that it's just, it's one of those things where it's like, you'd be a fool to turn it down. You have to at some points because operationally, you know, there are things that you got to do for maintenance or, you know, changing the way you're, you know, running your model or whatever it is that, that, Constrains the data center operation itself, but because the power grid is too expensive? No, never.”
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