Pro AI, Anti-Solar. I fully recognize that I hold a megaphone in a very specific echochamber so I often try to say something I believe to be obvious to non-solar professionals. One of those statements is whether or not it is mutually exclusive to be pro-AI build out (rapidly) while also thinking that we need to curb or stop solar deployment/development. It gets a bit more layered when you add electricity cost inflation to the equation but the argument is that you don’t have enough electrons on the grid (per yesterday’s comment about load growth projections) without the solar build out, and quite frankly expansion of the build out. I would go so far that regulators should look at module pricing distortions to accelerate and lower the LCOE of solar even further to enable more AI build out. Meanwhile DC is taking the stop solar approach which seems not to jibe with the overall goal of AI dominance, yet the data center folks seem to be quiet about the impacts.
- Bloomberg: Trump’s Plan For AI Dominance Threatened by His Own Attacks on Solar, Wind Power
- Reuters: Edison CEO says group speeds up green investments, EDF eyes minority stake sale
- PV-Magazine: Congress urged to reform “nearly complete moratorium” on U.S. solar projects
- Utility Dive: Flexible connections and BYOC could reduce data center burden: report
- Axios: Retracted study: Climate change may cost $38 trillion a year by 2049
- Reuters: Morocco to secure 60% of water needs from desalination, minister says
- PV-Tech: Australia generates over 5,000GWh of electricity from renewables in November 2025
- Energy Storage News: Indiana utility to deliver 1.6GWh BESS for Amazon’s data center expansion, though fossil fuels form major part of package
Opinion
Best, Yann