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Schneider says US grid will be less stable by 2030 as datacenter demand rises

https://www.theregister.com/2025/06/03/schneider_electric_says_us_grid/
3•rntn•1d ago

Comments

bell-cot•1d ago
Plausibly true.

But once the voters have shivered/sweltered in the dark a few times, "because DC demand" - how long will it take for "when in doubt, cut power to the DC" to become the de facto SOP for the grid?

Bender•1d ago
Good question. It probably depends on the overall political power of the tech companies using that datacenter. The alternative of course would be to build out the grid which is easier said than done. Costs aside many of the components used for the grid come from China and relations are already getting sketchy and some of those components can't even be moved any more such as giant transformers where roads and access have changed over the decades and wil require a new design. And that is just the grid, not what is feeding it. There are political obstacles to new power plants and renewables only go so far as parts of EU have discovered. I think it's going to get really interesting.

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