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Data Centers · Report

Industry viewpoint: developers increasingly own and manage power generation, storage and distribution infrastructure as core data center competencies rather than outsourcing to utilities.

Shift blurs boundary between developer and energy provider, raising capex and operational complexity but improving resilience and pricing leverage against grid constraints.
Trade pressSlicast · October 1, 2026 at 15:00 UTC · Global · Source: Data Center Dynamics
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Industry viewpoint: developers increasingly… · Slicast