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Climate Drift

$41B in May. Wall Street's largest clean energy IPO ever. A €2.2B carbon-neutral lithium close. And a $500M hedge fund bet on El Niño. The next AI infrastructure opportunity is unlocking what we already have Four weeks to a louder climate voice The Missing Unit $55B in April. America's $1B nuclear IPO. The largest reforestation fund ever closed. And a $5B green ammonia pledge in Egypt. Your voice is load-bearing infrastructure When thought leadership isn’t all about you Your visibility gap is costing the climate $22B in March. America's $450M nuclear bet on AI power. Europe's first iron fuel plant. And a gene-edited banana 75 years in the making just raised $105M. 100 Fun Facts About the Grid Ship Fast, Ship Right Off the Record - Episode #9 - AI Energy Race 💸 Follow the Money: February 2026 The Methane Gap The $49 Billion Chocolate Fix Off the Record: Climate Edition – VC doesn't work for Climate Tech. Here's 3 new solutions Off the Record: Climate Edition – How to Actually Raise Your Next Round 💸 Follow the Money: January 2026 Off the Record: Climate Edition – Solar Punk in Africa What if seaweed could build its own farm? Off the Record: Climate Edition – Want a Climate job? Give Away Your Best Ideas The hard part of hard tech Off the Record: Climate Edition – AI Surprise + VC Panic at The Drop The Executive Climate Playbook: How senior talent gets deployed
What is powering AI?
Skander Garroum · 2026-03-18 · via Climate Drift

Hey there! 👋
Skander here.

You need one year to build a data center. You need seven years to connect it to the grid. Something doesn’t add up.

I spent the last year looking into this and made a 15-minute video on what I found.

Data centers consume 1% of global electricity today. Household devices (TVs, phones, everything you own) use 2%. And there’s 12 gigawatts under construction with 60+ gigawatts planned. For context: a city of 1 million people uses 1 gigawatt.

In the video I try to answer: how are data centers actually powered, and what comes next?
I cover the grid problem, Jevons paradox, gas turbines, nuclear, solar, geothermal, fusion, data centers in space (yes, really), and what happens in the 5 to 25 year gap between now and when the moonshots come online.

Quick TLDR for the skimmers:
- Gas is the answer right now. Data center developers are shipping turbines in on trucks because they can’t wait seven years for a grid connection. Elon started it with xAI’s Memphis data center. Everyone followed. The US is a petrostate and gas is available today. There are problems.
- Nuclear is probably 10 years out. Google and Amazon are already buying offtake from reactors that don’t exist yet.
- Solar is exploding. Actual installations have been 3x higher than every five-year forecast. Mostly thanks to China, which installed more than twice as much solar as the rest of the world combined.

There’s a lot more in the video. Take the 15 minutes.

👉 If you want more videos like this, drop a comment: what did you learn, what do you agree with, and what was your favorite fun fact?https://www.linkedin.com/feed/update/urn:li:activity:7439989512795025408/

00:00 Intro
01:15 The data center buildout wave
04:00 Demand, efficiency, and Jevons Paradox
06:20 Powering data centers: gas, grid, and bring your own
12:00 Solar, nuclear, and moonshots

For more Climate Drift: Community | Accelerator | Open Climate Firesides | Deep Dives

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