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Elder: Off-grid setups partially bypass generation bottlenecks with modular equipment

Jake Elder · AI scaling pathways: on grid, on edge, off grid, off planet · Mar 12, 2026 · at 28:38

Jake Elder discusses modular power generation strategies for islanded off-grid data centers on the Catalyst podcast.

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“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, et cetera, that you're stuck waiting for.”

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