Plenty of bets being placed on nuclear, but they are moonshot style bets.
From where I'm standing, the immediate capital seems to be being deployed at smaller-scale (2-5MW) natural gas turbines co-located on site with the load. I haven't heard a whole lot of battery deployments at the same scale.
Of course turbines are now out at 2029 or something for delivery.
Only marginally at the edge of this space these days though, so what I hear is through the grapevine and not direct any longer.
As far as the grid goes, there's a tiny bit of gas additions, but it's mostly solar, battery, and wind:
https://www.eia.gov/todayinenergy/detail.php?id=65964
Of course, remember that nameplate capacities from different technologies should be corrected for capacity factor, which is roughly 60% for gas, 40% for wind, and 25% for solar, but pre-correction EIA expects
And then there's an expected retirement of 1.6GW of old gas this year.I'm pretty disconnected from the data center folks, but in general the current political environment is highly disfavorable to solar and batteries, and using them too much could have lots of political blowback that is very expensive.
Of course, small gas also has the benefit that the operating costs are spread over the lifetime, rather than being an up-front cost. So even if solar+batteries is cheaper than gas over the lifetime of the system, gas may seem more expedient if you don't want a lot of capital on the books.