Off-grid power offsets grid infrastructure demand (PPAs + transformers)#91
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Previously, power_generation (PPAs) and transformers_lpt gated independently at full intensity regardless of off-grid capacity. A datacenter with on-site gas turbines or solar+storage doesn't need a utility PPA or a large power transformer for that portion of its load — only the grid-connected fraction does. Fix: compute gridShare = grid_interconnect / (grid_interconnect + off_grid_power) each month, and scale power_generation and transformers_lpt intensity by this ratio. Applied in both: - Gating: off-grid MW reduces the constraint from PPAs and LPTs - Production: these nodes produce against actual grid-fraction demand, not total fleet power demand Physical logic: grid path needs PPA + transformer + hookup approval. Off-grid path needs only on-site generation. As hyperscalers build more behind-the-meter capacity (Epoch AI thesis), grid infrastructure becomes less of a binding constraint proportionally. https://claude.ai/code/session_01PHK9qmguUSTyvykAoho467
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Previously, power_generation (PPAs) and transformers_lpt gated independently at full intensity regardless of off-grid capacity. A datacenter with on-site gas turbines or solar+storage doesn't need a utility PPA or a large power transformer for that portion of its load — only the grid-connected fraction does.
Fix: compute gridShare = grid_interconnect / (grid_interconnect + off_grid_power) each month, and scale power_generation and transformers_lpt intensity by this ratio. Applied in both:
Physical logic: grid path needs PPA + transformer + hookup approval. Off-grid path needs only on-site generation. As hyperscalers build more behind-the-meter capacity (Epoch AI thesis), grid infrastructure becomes less of a binding constraint proportionally.
https://claude.ai/code/session_01PHK9qmguUSTyvykAoho467