SAVRN Infrastructure Platform
Sources & Citations: Behind the Meter AI Power
Last updated: May 13, 2026
Sources · Citations · Receipts · Piece 11 · May 10, 2026
Operator field guide on behind-the-meter power for AI infrastructure. Why on-site generation is the only architecture that removes interconnection-queue dependency. Covers FERC orders, hyperscaler precedents (Microsoft/Constellation, AWS/Talen, Google/Kairos), SMR programs, EPA Title V permitting. Every quantitative claim paired with the named, primary report that supports it. URLs verified May 13, 2026.
Editorial standard. Every URL below is either (a) the named publisher’s official research document, (b) an Independent Market Monitor or system operator’s published analysis, (c) a peer-reviewed research report from a named institution, (d) a regulator’s primary publication, or (e) the legal text of the legislation or rule itself. No paywalled trade-press summaries are load-bearing.
A · Federal grid & queue dataLBNL · RMI
| Claim | Primary source | Document / URL |
|---|---|---|
| Lawrence Berkeley National Laboratory ‘Queued Up’ 2024 interconnection report — 2,600+ GW in U.S. queues, 5-year median wait that drives the behind-the-meter case. | LBNL — Queued Up 2024 interconnection report | emp.lbl.gov/queues |
| RMI 2024 interconnection queue analysis — independent corroboration of LBNL queue data plus policy reform framing. | RMI — Queued Up 2024 Edition analysis | rmi.org/insight/queued-up-2024-edition/ |
B · FERC regulatory ordersFERC
| Claim | Primary source | Document / URL |
|---|---|---|
| FERC November 2024 order rejecting amended ISA for Amazon-Talen co-located load — establishes the regulatory precedent governing co-located generation+load arrangements. | FERC — November 2024 order on Amazon-Talen co-located load | www.ferc.gov/media/news-releases/ferc-rejects-amended-isa-amazon-talen-co-loca… |
C · Permitting & nuclear regulatoryEPA · NRC
| Claim | Primary source | Document / URL |
|---|---|---|
| EPA Title V Operating Permits program — air-emissions permitting baseline for behind-the-meter natural gas generation. | EPA — Title V Operating Permits | www.epa.gov/title-v-operating-permits |
| Nuclear Regulatory Commission Small Modular Reactor program — federal regulatory framework for the nuclear behind-the-meter path. | NRC — Small Modular Reactor program | www.nrc.gov/reactors/new-reactors/smr.html |
D · Hyperscaler precedent reportingReuters · Google
| Claim | Primary source | Document / URL |
|---|---|---|
| Reuters September 2024 reporting on Constellation’s Three Mile Island restart for Microsoft AI data centers. | Reuters — Constellation Three Mile Island restart for Microsoft (Sept 2024) | www.reuters.com/business/energy/constellation-restart-three-mile-island-power-… |
| Reuters March 2024 reporting on Amazon Web Services’ $650 million purchase of Talen Energy data center campus. | Reuters — AWS buys data center campus from Talen Energy (March 2024) | www.reuters.com/markets/deals/aws-buys-data-center-campus-talen-energy-650-mln… |
| Google’s October 2024 announcement of small modular reactor agreement with Kairos Power. | Google — Kairos Power nuclear energy agreement announcement (Oct 2024) | blog.google/outreach-initiatives/sustainability/google-kairos-power-nuclear-en… |
E · Cost & power demand forecastingLazard · Goldman · IEA
| Claim | Primary source | Document / URL |
|---|---|---|
| Lazard 2024 Levelized Cost of Energy report — published cost curves used as the BTM-vs-retail benchmark. | Lazard — Levelized Cost of Energy+ 2024 | www.lazard.com/research-insights/levelized-cost-of-energyplus/ |
| Goldman Sachs Research projection on AI-driven data center power demand growth. | Goldman Sachs Research — AI poised to drive 160% increase in power demand | www.goldmansachs.com/insights/articles/AI-poised-to-drive-160-increase-in-powe… |
| IEA Electricity 2026 outlook on power demand from data centers and AI. | IEA — Electricity 2026 | www.iea.org/reports/electricity-2026 |
F · Independent technical reportingIEEE · Uptime
| Claim | Primary source | Document / URL |
|---|---|---|
| IEEE Spectrum 2025 modular data center coverage — independent technical reporting on co-located generation+compute architectures. | IEEE Spectrum — AI Data Center reporting | spectrum.ieee.org/ai-data-center |
| Uptime Institute Global Data Center Survey 2024 — operator practice baseline. | Uptime Institute Global Data Center Survey 2024 | www.uptimeinstitute.com/resources/asset/global-data-center-survey-results-2024 |
Cite this article
If you reference this SAVRN piece in your own research, op-ed, white paper, or trade-press writing, please use one of the citation formats below. One-click copy.
Chicago
Harris, Chad Everett. "Behind the Meter AI Power: The 2026 Operator Field Guide." SAVRN, May 10, 2026. https://savrn.com/behind-the-meter-ai-power/.
APA
Harris, C. E. (2026, May 10). Behind the Meter AI Power: The 2026 Operator Field Guide. SAVRN. https://savrn.com/behind-the-meter-ai-power/
BibTeX
@misc{savrn_behind_the_meter_2026,
author = {Harris, Chad Everett},
title = {{Behind the Meter AI Power: The 2026 Operator Field Guide}},
publisher = {SAVRN},
year = {2026},
month = {may},
url = {https://savrn.com/behind-the-meter-ai-power/}
}
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