This is exactly right and gets at a misunderstood aspect of what’s going on.
BTM power offers speed and maximization.
DC devs ask for on-site power even when they have a fast grid connection because they know they’re still never going to get 1+ GWs.
Jigar Shah (@JigarShahDC)
Data centers aren’t running off-grid. They’re running grid-adjacent BTM — grid power supported by behind the meter resources. The “shadow grid” is really a generation layer supplementing the grid,
— https://nitter.net/JigarShahDC/status/2054164624006611151#m