Nate Franklin and Pacifico Energy Lead the Charge for AI Infrastructure at Yotta 2025

At Yotta 2025, @NateFranklin, Founder and Chairman of @PacificoEnergy, joined energy expert @MarkPMills to discuss “From Policy to Power: Building America’s AI Infrastructure.” The keynote, hosted at the leading U.S. event for data centers, AI infrastructure, and sustainable energy, explored the urgent intersection of artificial intelligence, energy systems, and national security.

Addressing Unprecedented Energy Demands

The session highlighted four critical challenges facing America’s AI-driven future:

Gigawatt-Scale Data Center Expansion: AI workloads demand city-scale energy capacity, with 55 gigawatts of new data center permits already issued in the U.S., and projections of 50–150 GW by 2030.
24/7 Energy Resilience: Continuous operation requires a robust mix of renewables, storage, and hybrid systems.
National Security Through Energy Stability: As AI powers defense and critical systems, reliable energy is a geopolitical imperative.
Massive Capital Investment: The AI economy demands unprecedented coordination and financing across public and private sectors.

Pacifico Energy’s Solution: GW Ranch

@NateFranklin’s leadership at @PacificoEnergy is driving innovative solutions, notably GW Ranch, a 5-gigawatt off-grid generation campus in Pecos County, Texas. Spanning over 8,000 acres, GW Ranch integrates gas turbines and battery storage to deliver 1GW by 2028 and 5GW by 2030. By bypassing grid interconnection delays, it ensures speed and reliability for hyperscale data centers.

“We’re going all-in on behind-the-meter power for data centers,” Franklin said. “Demand for AI infrastructure will outpace the grid’s ability to deliver. Speed, reliability, and control can’t wait on interconnect queues—they require direct, purpose-built generation.”

Pacifico Energy, with over $5 billion in completed projects globally, pivoted its U.S. operations to behind-the-meter solutions after years of navigating slow utility interconnections. Franklin shared, “After 15 years working with utilities, I had utility PTSD. We saw an opportunity to sell power directly to end users.” Their approach—leveraging solar, battery storage, hybrid systems, and gas—has proven faster and more reliable, especially as utilities struggle with gigawatt-scale demands.

Overcoming Bottlenecks

Franklin highlighted two key obstacles: turbine supply and financing. Lead times for turbines can stretch five to six years, though Pacifico sources faster through strategic partnerships. Financing, meanwhile, requires de-risking projects upfront. “You can’t just show up with land and an idea,” Franklin noted. “You need to be construction-ready with significant capital at risk.”

Despite these hurdles, Pacifico’s expertise—honed as Japan’s largest renewable energy developer—positions them to deliver. Their systems achieve five-nines reliability with N+2 redundancy, surpassing traditional grid reliability. “A gas pipeline is statistically 1,000 times more reliable than a transmission line,” Franklin emphasized.

National Security and Political Risks

The discussion underscored the national security implications of energy independence. With 75% of global computing power (FLOPS) in the U.S., maintaining leadership in AI requires robust, secure energy infrastructure. Franklin warned of political risks if rising utility bills are blamed on data centers: “When demand outstrips supply, prices rise. We need to build private, off-grid power to avoid backlash and keep the industry moving.”

A Strategic Vision

Pacifico Energy’s approach—co-locating power with compute—offers a strategic path forward. As Mills noted, “The data center industry has the capital; what it needs is velocity and availability.” Franklin’s vision aligns perfectly: “The future of AI infrastructure depends on energy independence at the site level. It’s not just efficient—it’s strategic.”