Ben Bajarin launches expert interview series on powering AI datacenters with gas
BenBajarin · x · 2026-09-23
Creative Strategies analyst Ben Bajarin announced a new expert-interview feature for subscribers of Diligence Stack / CS Atlas. The first installment is a conversation with Billy Sorensen of Lightfield Energy, "From Gas to Gigawatts: What It Takes to Power AI."
Key points:
- Power remains the core bottleneck in AI buildout, with deep constraints from the compute supply chain down to land, power, and datacenter shells; his team now tracks gigawatt buildout alongside compute buildout.
- The interview covers behind-the-meter power: getting datacenters running sooner via solutions like Bloom Energy while customers wait for utility service. Customers may pay a premium for earlier power, but developers still need agreements that cover plant construction and operating costs.
- A less-discussed issue: the power plant is a small share of total investment at a compute site, yet remains the critical constraint.
- More executive interviews are planned.
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