alt Hacker NewsPresumably, the data center usage could also be bursty, right?
More people will be using AI during the (work)day, than at midnight. Then they could do half solar, half gas.
Also "more expensive" when it comes to solar isn't meaningful until you also consider timeframe. Solar panels pay themselves off in a few years, and after that they basically generate "free" electricity. Gas never becomes cheaper or free, every year it will cost money.
AWS is heavily used worldwide, not just in the US. The same goes for the big AI companies.
Timeframe is accounted for if you look at levelized cost per kWh. The levelized cost of natural gas is 5 to 11 cents/kWh. In the sunniest spots, the levelized cost of solar with enough battery storage to provide 24/7 power is about the same, if you want >90% reliability. The usual four hours of storage is only enough to account for the "duck curve" during the day.
https://www.pv-tech.org/solar-pv-and-storage-cost-declines-d...
https://ember-energy.org/latest-insights/solar-electricity-e...
Solar and batteries keep getting cheaper so hopefully they will be clear winners soon, at least in sunny areas.