Data centres will end up net suppliers of power to their communities, because a solar plant big enough to keep the machines running spills most of what it makes.

Drawn from what Casey Handmer said

On the topicHow cheap does solar get, and what does that change?under our view: The grid stops being a grid once the panels are nearly free

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What Casey Handmer actually said

Word for word, with the source under each one. They did not write this page.

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In tension with

The binding constraint on AI is not chips but the physical plant around them — power, transformers, cooling and networking.

Musk says the binding constraint on AI is not chips but the physical plant around them — power, transformers, cooling, networking. Handmer says a data centre can build its own off-grid solar plant, keep the machines up 99.5% of the time and still have power left over for the town. One treats the grid as the wall; the other says you can step around it.
Rests on

Past a point it is cheaper to overbuild solar than to add batteries, because a battery kept for the rare bad day is barely used.

Data centres end up net power suppliers only because they are built the way Handmer says high-capex loads should be built: overbuild the array rather than buy batteries for the rare bad day. The spilled 75% that becomes the neighbourhood’s power is that overbuild.

Our reading — they may agree, disagree or merely touch the same thing. Closest first: a shared subject counts for most, then how near the wording is.