Gridcare thinks more than 100 GW of data center capacity is hiding in the grid

Hyperscalers and data center developers are in a pickle: They all want to add computing power tomorrow, but utilities frequently play hard to get, citing years-long waits for grid connections.

“All the AI data centers are struggling to get connected,” Amit Narayan, founder and CEO of Gridcare, told TechCrunch. “They’re so desperate. They are looking for solutions, which may or may not happen. Certainly not in the five year timelines they cite.”

That has led many data centers to pursue what’s called “behind the meter” power…