Probably want to jump 1 generation ahead directly compared to captive Chinese investment with fully automated US factories churning out Silcon perovskite tandem panels directly with few inputs and electricity
People on HN keep saying it is, but I'm still not seeing it. Companies are building datacenters in vast, sun-blasted deserts and still choosing to power those with natural gas. This in turn makes people complain about emissions pledges being reversed, but if it were economical, no pledge would be needed.
Of course, USA has cheaper oil/gas than other countries. But if you look elsewhere, rich countries are subsidizing solar, poor ones are basically not using it.
In the chart for section 3, how many countries have seen their share of electricity being generated by fossil fuels increase in the last 5 years? Only Canada.
Take a look at the charts for Pakistan, Australia, Nigeria, and China for the last few years. Pretty dramatic drops for fossil fuels generation.
They cherrypicked 15 countries. And still, some of those still had renewables decrease since 2000 like Nigeria, others saw an increase but it's still way less than fossil, and others like China are heavily subsidizing solar. I don't doubt that it's economical for individuals when the govt is subsidizing it.
Solar is dirt cheap in China, where 85% of panels are produced. The problem is they're made in China and face tariffs/import bans in the US/Europe.
Nat gas is preferred for AI DCs because it has faster time-to-market, doesn't have the intermittency issues. Training on solar + storage is an issue because of network synchronization.
I get the gas turbine for semi-temp power when there's not enough grid support, but Google leadership is talking about doing this long-term and at scale: https://www.gstatic.com/marketing-cms/79/80/fb229abf40efa81e... . Not a single mention of "solar" or "renewable" in there. Are they just trying to appease Trump administration?
Data centers need lots of power 24/7 and regardless of cloud cover. Solar is great to reduce your daytime bills but you still need other methods to cover the downtime.
I would be surprised if data centers didn't put in gas _and_ solar.
Probably want to jump 1 generation ahead directly compared to captive Chinese investment with fully automated US factories churning out Silcon perovskite tandem panels directly with few inputs and electricity
Definitely pretty far along imo. But maybe they consider the progress bar to be at 75% or 80% rather than 100%.
Not enough. The more economical it is, the better.
The paradox of solar is that more economical it is for the end users the less money is there to be made. So nobody wants to invest in it.
This was basically solved by massive subsidies from the Chinese government.
https://e360.yale.edu/digest/china-clean-tech-developing-cou...
That's solved by either private monopoly charging money to fund investment, or public monopoly raising taxes to fund investment.
People on HN keep saying it is, but I'm still not seeing it. Companies are building datacenters in vast, sun-blasted deserts and still choosing to power those with natural gas. This in turn makes people complain about emissions pledges being reversed, but if it were economical, no pledge would be needed.
Of course, USA has cheaper oil/gas than other countries. But if you look elsewhere, rich countries are subsidizing solar, poor ones are basically not using it.
I don't think you have an updated view of energy production.
https://www.pewresearch.org/short-reads/2026/07/20/how-globa...
In the chart for section 3, how many countries have seen their share of electricity being generated by fossil fuels increase in the last 5 years? Only Canada.
Take a look at the charts for Pakistan, Australia, Nigeria, and China for the last few years. Pretty dramatic drops for fossil fuels generation.
They cherrypicked 15 countries. And still, some of those still had renewables decrease since 2000 like Nigeria, others saw an increase but it's still way less than fossil, and others like China are heavily subsidizing solar. I don't doubt that it's economical for individuals when the govt is subsidizing it.
4 replies →
Oof. What's going on here in Canada with that recent uptick? Last I checked it seemed like all the trends were good.
Solar is dirt cheap in China, where 85% of panels are produced. The problem is they're made in China and face tariffs/import bans in the US/Europe.
Nat gas is preferred for AI DCs because it has faster time-to-market, doesn't have the intermittency issues. Training on solar + storage is an issue because of network synchronization.
I get the gas turbine for semi-temp power when there's not enough grid support, but Google leadership is talking about doing this long-term and at scale: https://www.gstatic.com/marketing-cms/79/80/fb229abf40efa81e... . Not a single mention of "solar" or "renewable" in there. Are they just trying to appease Trump administration?
> poor ones are basically not using it.
I don't think that's true: https://rmi.org/resources/the-global-souths-cleantech-revolu...
"RMI drives investment to scale clean energy solutions"
Data centers need lots of power 24/7 and regardless of cloud cover. Solar is great to reduce your daytime bills but you still need other methods to cover the downtime.
I would be surprised if data centers didn't put in gas _and_ solar.
That's why I'm surprised, they're doing like 100% gas.
1 reply →