Thai energy company Baan Poo is negotiating PPAs with 5 major US Big Tech data center operators, targeting 1–2 deals by end-2026 or early 2027. The article highlights critical electricity supply constraints for hyperscale data centers (100–1,000+ MW demand) and positions northeast Thailand as a promising location for large-scale solar farms with battery storage to feed US data center hubs like Texas. The development model blends renewable energy with natural gas for grid stability, mirroring US market dynamics where prices are market-determined rather than state-controlled.
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