926: Are Data Centers Bypassing the Grid? | Michael Thomas, Cleanview

Are data centers starting to bypass the grid?

A growing share of planned projects are pairing with behind-the-meter generation, and the shift has happened quickly. At the same time, there’s still real debate about how much of this will actually materialize.

Michael Thomas, founder of Cleanview, tracks what moves through interconnection queues, permitting timelines, and development pipelines. His data highlights how developers are responding to rising demand, tighter timelines, and increasing grid constraints.

In this conversation, Michael shares what he’s seeing in the data, where demand is growing fastest, and how different generation strategies are being considered to meet it.

If you’re trying to understand how data center growth is shaping project decisions, this episode offers a grounded look at what’s emerging.

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