I'm working on a report about data center developers building their own power plants and this data shocked me:
48 GW of proposed data centers—roughly 33% of all planned capacity—now plan to skip the grid by building "behind-the-meter" projects.
This is a very new trend.
A little more than a year ago, virtually all data center developers planned to use the electric grid to power 100% of their projects.
In December 2024, there was less than 2 GW of planned behind-the-meter data center capacity, according to our data center tracker at Cleanview.
Then in 2025, developers announced roughly 40 projects that planned to skip the grid partially or entirely.
Some of these projects will soon be home to America's largest fossil fuel power plants, like Homer City Energy Campus in PA—a proposed 4 GW+ natural gas plant that will send all of its power to an onsite data center.
Other projects will use a combination of technologies—everything from solar, wind, batteries, and even nuclear. Natural gas is by far the most common, though. 72% of projects plan to use it.
All projects are motivated by the same goal: getting their data center online as soon as possible.
It can take as long as 7 years to connect a hyperscale data center to the grid in a place like Virginia. Building behind the meter power in a red state with lax regulations can get that time down to less than 2 years.
But speed comes with a cost. Homer City's 4 GW project could soon become one of the largest single sources of carbon emissions in the country.
At Cleanview we're tracking more than 30 projects that plan to use onsite gas with a combined 48 GW of capacity.
AURORA TONIGHT!
The Space Weather Center has just confirmed a G4 solar storm has begun impacting Earth. The aurora should be visible across many parts of the U.S. tonight! Aurora with a camera on your phone or in rural areas is possible in the green. Visible with the naked eye in the red with vibrant colors overhead.
This solar storm has trended stronger, possible the vibrant red area moves south some!
In the green, get away from city lights and use your phone after sunset tonight -- especially closer to 10pm - 12am and you should see it!
As of now, max possible viewing will stop before Florida and the Gulf Coast, unless the geomagnetic storm increases in intensity this evening, which does sometimes happen!
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BREAKING: Senator John Boozman just filed a purchase of Raytheon stock, $RTX.
Boozman sits on the Appropriations Subcommittee on Defense.
Full trade list up on Quiver.
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All my life I’ve tried to use music to bring people together. Yet it saddens me to see how misinformation is now being used to divide our world.
I’ve decided to no longer use Twitter, given their recent change in policy which will allow misinformation to flourish unchecked.