데이터센터 전력 유연성: 구축 속도를 높이는 해법

At the end of a tense and scoreless first half of a soccer match between the English men’s team and rival Germany, millions of Brits let out a collective sigh and did what they so often do in moments of stress: They made tea. That wave of electric kettles clicking on, however, caused a different kind of stress: a huge and sudden increase in demand for electricity. But National Grid, which operates the local transmission network, was ready. Just as those kettles started heating up, an AI program sent instructions to a data center in London to slow down some of the facility’s power-hungry chips. This reduction helped make sure there was enough supply to match demand, staving off potential blackouts or damage to electrical hardware. For data centers, which normally guzzle power without consideration for anyone or anything else’s needs, it was a radical departure. It was also a simulation. In December 2025, engineers sought to test a new breed of data center built to be flexible about its electricity needs, so they re-created the energy demand facing the UK’s grid during a match from the 2020 Euro tournament. They wanted to see how their software, called Conductor, would have responded had it been online at the time. Conductor is the signature product of Emerald AI, a firm based in Washington, DC, that’s part of a wave of companies trying to figure out whether data centers can work within the confines of the existing electric grid. This year, Emerald is set to deploy Conductor in a new facility in the part of Virginia known as Data Center Alley, this time connected to the live grid. When overall demand spikes, Conductor will turn down the power used by the data center, while making sure its servers still carry out their timeliest and most important jobs. Emerald’s partners on the project—which include Nvidia and the giant data-center operator Digital Realty—bill it as one of the world’s first “power-flexible AI factories.” Demonstrating that data centers can participate in this kind of give-and-take could ease what many tech leaders identify as the bottleneck in getting facilities online: It takes far longer to get approval for, construct, and connect new power plants than to build data centers. PJM, the grid operator in Virginia and the largest one in the US, for instance, needs eight years to bring new generation online , according to RMI, an energy research and advocacy group. “We need to solve the energy equation,” says Josh Parker, head of sustainability at Nvidia. “AI factory flexibility is the bridge between the incredible demand for AI and the immediate limitations of our energy grid.” Speed, though, is only one of the issues. Once facilities do plug in, neighbors often criticize them for drawing too much electricity and contributing to rising prices. They say the data centers generate more noise than they do long-term jobs, contribute to pollution, and threaten to put people out of work. Organizers stalled over $150 billion worth of projects in 2025, according to Data Center Watch , and policymakers alert to the public mood are starting to impose limitations on development. More than a dozen states are considering bans, and local moratoriums are in effect in places like Minneapolis and DeKalb County in Georgia. At the federal level, the GRID Act, a bipartisan bill in the US Senate, proposes to sever new data centers from public grids entirely. Some operators are already moving that way by trying to develop their own power generation. Rather than rushing to build new power plants, companies could find part of the solution to the crunch right under our noses—or, more precisely, in the transmission lines under our feet and above our heads. The existing system operates near its full capacity during only a small number of high-demand hours throughout the year. This means, some grid experts argue, that if data centers can limit the power they draw during those stretches, they won’t need to wait for big infrastructure upgrades or build their own off-grid generation. Indeed, a growing number of studies have shown there could be plenty of power available for data centers that can flex. A widely discussed 2025 report from researchers at Duke University found that the US grid could offer an additional 76 gigawatts—about 5% of its entire capacity, and about enough to accommodate projected data-center growth in the US through 2030—to facilities that are willing to reduce their usage just 0.25% of the time. That’s about 22 hours a year. And when researchers from Princeton University and two grid-modernization companies looked at locations for new data centers in the PJM region, their report , which was funded by Google, found that a 500-megawatt facility capable of flexing for less than 1% of the year could reach full operation three to five years faster than one that’s inflexible. Flexible power connections could also help data centers address some of their PR problems. By decreasing their draw at times of grid stress, for instance, they could avoid diverting power from where it’s most needed, thus boosting stability. By using existing capacity, they might be able to reduce the need for new fossil-fuel power plants and spread fixed costs over more electricity users, pushing prices down. The AI power pinch is attracting resources and research into strategies for grid flexibility overall, which could help negotiate a tricky period: Taken together with electric vehicles, air-conditioning, and other sectors, data centers are helping drive what analysts predict will be a 25% increase in US electricity demand by 2030 compared with 2023 levels. Ideally, flexibility gives grid operators more control over the flow of electrons, making them leaders of a harmonious ensemble rather than hostages to inflexible electricity requirements. That will help them manage demand spikes across the entire system and deal more effectively with the intermittent nature of renewables like wind and solar. “Demand flexibility is incredibly useful for power grids,” says Johanna Mathieu, a grid expert at the University of Michigan. “It helps reduce electricity costs and improve grid reliability.” But while advocates see plenty of benefits, the concept brings complexity. For data centers, compromising on energy needs can be a hard sell. Flexibility requires utilities and grid operators, which tend to be operationally conservative, to change long-held practices. And some skeptics also say that flexibility distracts from the very real need to build more grid infrastructure faster, and could even pose risks to our electricity supply. Still, some technologists, grid operators, and utilities are hoping to show that flexibility works—not only in white papers or simulations but in real life. The poster children for data-center growth default toward in flexibility. Hyperscalers like Microsoft and Oracle have proposed enormous new centers, many of which would rely on off-grid, natural-­gas-burning power plants. When xAI wanted to speed up the buildout of the Colossus site outside Memphis, Tennessee, it rolled up with gas turbines on flatbed trucks. The facility, now in operation, is facing blowback from regulators and residents about the spike it’s causing in emissions and other pollution. In any case, there aren’t enough gas turbines worldwide to meet the demand from data-center operators. One big obstacle for anyone demanding a lot of power is that our grids are mostly rigid. They’re designed to supply enough power to meet total demand when it’s highest, even if that’s for only a relatively small number of hours a year. That conservative approach is a simple route to reliability, but it means that the grid has quite a bit of headroom. “The grid is already overbuilt by a lot. If you were an airline running at 30% utilization, you would not buy more planes,” says Amit Narayan, the cofounder and CEO of GridCare, a company developing flexibility technologies, referring to a 2025 Stanford study of tra