Data Centres and Round-the-Clock Clean Power
Why are data-centre operators interested in space-based solar power, and could they become anchor customers?
Chapter summary
because they need large amounts of firm, clean power around the clock, are willing to pay premiums for it and are signing long-term contracts for unproven technologies, from small modular reactors to geothermal and now space solar.
Key takeaways
- 1
Meta's April 2026 reservation of up to 1 GW from Overview Energy, with delivery expected by 2030, is the first such deal for space-beamed power.
- 2
Data-centre demand is large and growing, and buyers with commitments to match consumption with clean power every hour face a gap at night that solar alone cannot fill.
- 3
They could become anchor customers for early SBSP if costs come within reach of their other firm options.
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