The sector is under increasing pressure from governments to demonstrate that it can contribute meaningfully to our collective net zero targets, despite the electro intensive nature of our operations. One avenue is through power purchase agreements, which fund additional, utility scale renewable capacity.
The data centre sector is well positioned to adopt more PPAs and large CSPs and telcos are already leading the field here. However for everyone else, some degree of aggregation and a means of mitigating long term risks like stranded assets are likely to be needed to catalyse the market. Things are developing rapidly in this area so this will be a great opportunity to get up to date on the art of the possible.