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Could the data center boom revive the rooftop solar industry?
Posted on 5/12/26 at 6:56 pm
Posted on 5/12/26 at 6:56 pm
With data centers consuming vast amounts of regional electric power and driving up prices in some markets I could see owners of single family homes eventually rethinking the math on if a solar panel and battery system might make sense for them. Not only because of cost but you can bet if there are brown outs it won't be the data centers going down. It will be neighborhoods.
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Posted on 5/12/26 at 6:57 pm to Powerman
It's been revving up the renewables industry as a whole
PLUG
EOSE
FCEL
FLCN
BE
PLUG
EOSE
FCEL
FLCN
BE
Posted on 5/12/26 at 6:57 pm to Powerman
I think the data center craze is going to collapse with the AI bubble, me.
Posted on 5/12/26 at 6:58 pm to The Egg
The logic behind it seems pretty simple. And it could help stabilize the grid if enough people make the move.
Posted on 5/12/26 at 6:59 pm to Stealth Matrix
quote:
I think the data center craze is going to collapse with the AI bubble, me.
It's possible. Always he possibility of a government back stop as well. If banks were too big to fail these tech companies are definitely too big to fail.
Posted on 5/12/26 at 6:59 pm to Powerman
More realistic to have small generating plants vs. mirrors incapable of producing more than 8 hours on a sunny day.
Posted on 5/12/26 at 7:01 pm to bluedragon
Not necessarily for the residential consumer that can take their portion off grid. And you're discounting the battery storage part of the system.
Posted on 5/12/26 at 7:05 pm to Powerman
The equipment is way too expensive and installation necessitates that holes are put through my roof.
That’s a hard NO for this Florida man.
That’s a hard NO for this Florida man.
Posted on 5/12/26 at 7:06 pm to Powerman
quote:
Not necessarily for the residential consumer that can take their portion off grid. And you're discounting the battery storage part of the system.
Instead of worrying about solar panels on private home roofs, think of the opportunity for those acres and acres of Data Centers having rooftop solar panels. That is what makes sense, if anything.
Instead of destroying nature and forests, which absolutely need CO2, put the damned panels on top of Data Centers.
Posted on 5/12/26 at 7:11 pm to Powerman
Not without the tax credits. The life vs payback is not there.
Posted on 5/12/26 at 7:14 pm to bluedragon
quote:
More realistic to have small generating plants vs. mirrors incapable of producing more than 8 hours on a sunny day.
1.0 to 2.5MW gas centrifugal gensets
Can’t really get larger gender because of lead time (up to 48 months because data centers are buying up the larger models).
Posted on 5/12/26 at 8:40 pm to tigeraddict
Small peaker plants are very expensive to start up though if they're not being continuously used.
Posted on 5/12/26 at 11:56 pm to Powerman
Battery storage is unreliable at best. Lead time for the transformers are 12-16 weeks minimum.
Every sled has a distribution transformer. Solar is produced in DC and has to be converted to AC.
Every sled has a distribution transformer. Solar is produced in DC and has to be converted to AC.
Posted on 5/13/26 at 12:21 am to Powerman
I am involved with data centers (DTC). Most of the entities constructing DTC do so in parallel with solar generation, wind where appropriate, and battery storage (BESS). They build near electrical substations.
The point I am making is that these DTC will pull power off the grid only in a worse case scenario.
A lot of people hate the DTC, because of the perceived water use for cooling.
The point I am making is that these DTC will pull power off the grid only in a worse case scenario.
A lot of people hate the DTC, because of the perceived water use for cooling.
Posted on 5/13/26 at 3:04 am to Powerman
Off topic, but thought I'd share...
Massive data centers are being built and planned for west Texas, and I mean bum frick west Texas.
They're being built over the Permian Basin so as to be on top of natural gas for their own energy production. The location must be at the 90 corner of Texas pan handle, SE corner of NM. The Ogallala aquifer reaches that far south.
That's a very rich part of the continental US. Oil, nat. gas, massive windmill farms, and now data centers that use the same infrastructures that O&G developed years ago.
Massive data centers are being built and planned for west Texas, and I mean bum frick west Texas.
They're being built over the Permian Basin so as to be on top of natural gas for their own energy production. The location must be at the 90 corner of Texas pan handle, SE corner of NM. The Ogallala aquifer reaches that far south.
That's a very rich part of the continental US. Oil, nat. gas, massive windmill farms, and now data centers that use the same infrastructures that O&G developed years ago.
Posted on 5/13/26 at 3:55 am to Powerman
They don’t make any sense unless you are going to get a credit for them.
Posted on 5/13/26 at 4:19 am to 10thyrsr
quote:
10thyrsr
Hasn't there been a recently proposed law that new data centers are to have ability to generate additional power for local grid consumption?
Posted on 5/13/26 at 4:44 am to Powerman
Yes go and apply for that job. Solar panel sales
Posted on 5/13/26 at 4:46 am to LSUwag
quote:and the solar company putting leans on homes, makes it worse.
The equipment is way too expensive and installation necessitates that holes are put through my roof.
That’s a hard NO for this Florida man.
The OP is wishful thinking, cause he's probably personally invested in it all.
Posted on 5/13/26 at 5:53 am to The Egg
quote:4 of these stocks are CRUSHING recently
PLUG
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FCEL
FLCN
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But 4 down votes? Yeah some of you have missed the bull run in a big, big way
This post was edited on 5/13/26 at 5:53 am
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