Source: TechCrunch
Solar costs will drop 30% over the next decade, making it the cheapest energy source by 2035, according to TechCrunch. But AI data centers' explosive power demands will lock in fossil fuel infrastructure for decades. Renewables will handle baseline load while gas plants remain essential for AI's unpredictable demand spikes. The result is a bifurcated grid where both solar and fossil fuels grow simultaneously. AI is extending coal and gas retirement timelines rather than accelerating them.