AI-driven computing is accelerating data center growth faster than the grid can deliver new capacity. For most new data center campuses, the limiting factor is no longer land, fiber, or chips, but power.
Developers have announced roughly 222 GW of new data center capacity, while utilities indicate only about 147 GW can be delivered with confidence, leaving an estimated 75 GW gap and increasing pressure to self-supply. As a result, demand is shifting toward solutions that can deliver firm, reliable, dispatchable power quickly, without waiting years for interconnection upgrades.
Exowatt’s new white paper presents the blueprint for our powered land solution. It introduces reference configurations that show how Exowatt’s modular dispatchable solar scales and integrates into data center power systems across both off-grid and grid-connected architectures.
Across these deployments, Exowatt enables four outcomes:
- Reduce time to power: Deploy on-site capacity that comes online faster than grid expansion and major interconnection upgrades.
- Unlock more compute with less combustion: Provide firm, dispatchable capacity that reduces the size and runtime of on-site fossil fuel generation.
- Deliver firm, low-cost solar: Shift abundant daytime solar to all hours using low-cost, abundant thermal storage.
- Scale with modularity and resilience: Built from standardized 2 MW blocks that aggregate to gigawatt scale, Exowatt’s modular architecture reduces single points of failure and enables planned or unplanned maintenance without materially derating capacity. This provides a practical pathway to fast, reliable, zero-carbon power for the next generation of AI and hyperscale data centers.
With Exowatt’s dispatchable solar modules, a new paradigm for data center power supply becomes possible. Across the U.S. Southwest, hundreds of thousands of acres of low-cost land with exceptional solar resources and limited grid and gas infrastructure remain underutilized. Exowatt’s powered land approach can unlock an estimated more than 1,200 GW of sites suitable for decarbonized AI data center capacity in the region, significantly accelerating time to market at competitive cost.
If you are a data center operator or hyperscaler, a landowner, an energy developer, or a policymaker exploring clean firm power for data centers, we would love to connect at info@exowatt.com.
