”Behind-the-meter (BTM) energy systems, from onsite gas turbines to fuel cells and geothermal plants, could help provide the additional power demand from data centers, according to Goldman Sachs Research. BTM systems are expected to provide a quarter to a third of the incremental electricity demand from data centers that’s anticipated through 2030. Modular fuel cell systems can be deployed in less than a year, are 10-30% more efficient than gas turbines, and produce fewer emissions than some other energy systems. Goldman Sachs Research estimates that 6-15% of incremental data center power demand could ultimately be provided through fuel cells.”
Morten W. Langer
