It's data centres. For the past decade and even through the pandemic-era surge in data centre demand the hyperscale providers have been pushing for 100% renewable energy solutions. That changed last year with the ramp-up of AI demand. In the US the utility providers are really struggling to provide anywhere near the power that is being requested. I've got campuses that will only get 10-20MW in the next year and then have to wait 3+ years for any additional capacity and I wont be at all surprised if any dates I have now will slip as they get closer. There is literally NO POWER.
The fastest and easiest way to lots of cheap power is gas. There are so many projects going on right now where a provider has bought huge tracts of land in Texas, and is simultaneously building a gas power plant and a data centre campus capable of 200+MW of IT load. And if you build the redundancy into your gas plant you can save $100s of millions on diesel generators.
"But, but solar is cheaper and clean, etc" Yes, but it doesn't work at night. So you need batteries. Lots of expensive batteries. Imagine the amount of batteries you'd need to provide 200MW of power for 8+ hours. It doesn't work.
"But then just grid tie the solar!" Sounds good. But for that you need a power supply and use agreement with a utility and that takes time and money and most utilities will want to own/operate the generation facility. Building the power transmission infrastructure to your 500ac campus in BFE Texas is not a cheap walk-in-the-park either. Half of all my delays are just getting the power *to* the site.
That is why ALL of these companies are silently backing away from their climate pledges. For the record, my company has not and will not back away from our climate pledges. We've been 100% renewable for years and will continue to be.