Review

“So we did a survey two years ago and now. And eighteen months ago, the survey respondents said, 1% of the survey respondents said, they will use on-site power that is not connected to the grid. Two months ago, when we did the same survey, 29% of the respondents said, they will use on-site power without being connected to the grid.”

heard on: Catalyst with Shayle Kann

“And this is also a case where where, you know, the the kind of the the gold standard here is the EIA's cost of generation, publication that it does every couple of years. And they published this just in 2024, and the benchmark price, and after after engineers had looked through it, was somewhere in the range of about 1,100 to $1,200 a kilowatt for a combined cycle plant.”

heard on: Catalyst with Shayle Kann

“ERCOT kindly publishes this every month in a somewhat unstructured format, but high enough frequency that it's worth, like, extracting and putting into this this fashion that I got here.”

heard on: Catalyst with Shayle Kann

“The most interesting place to keep track of what's going to happen in this space this year is the proceeding at ERCOT for planning guide revision request one three four. It's a mouthful, so we call it PIGR. And PIGR one three four is a public docket that has a lot of great information as we build the record around the proposal to just connect and manage loads inside the ERCOT dispatch program.”

heard on: Data Center Richness

“ERCOT says, you know what? We could go from, like, a little under 500 terawatt hours in 2024 to like a thousand by 2030... The transmission service providers on the other hand are like, sorry. We expect to go all the way up to about 1,600 terawatt hours.”

heard on: Catalyst with Shayle Kann

“you can go right now, look at Google's quarterly PoE reports, and you can see there is variation between, you know, the winter quarter and the summer quarter.”

heard on: Data Center Richness

“We did a we did a sort of canvas across everything we could find across all 50 US states. We got about 55 gigawatts of plants and, like, more than a 100 individual plants and way more than that number of of different generators.”

heard on: Catalyst with Shayle Kann

“One of the exercises that we do that manifests itself as a as a as a data series that people can buy from us in a subscription is just going through the regulatory corpora in The US and pulling all of the data from the CPCN, the certificate of public convenience and necessity or an equivalent that is basically the utility going to the state and saying, we need to build this x.”

heard on: Catalyst with Shayle Kann

“the data is from the IEA, and it's a projection of how much of the electricity demand growth through 2030 is gonna come from various different sectors.”

heard on: Catalyst with Shayle Kann

“The latest numbers show that in January of this year, NERC forecasts a summer peak increase of two twenty four gigawatts almost all of which will come from datacenters. Datacenters now account for 94% of PJM's projected peak load growth”

heard on: Catalyst with Shayle Kann

“The 8760 study, right, so we're looking at as a full year and what the solar cycle looks like in that location is going to be really predominantly focused in The United States, doing well in a place like I said, the Southwestern United States.”

heard on: Data Center Richness

“It has designed a sort of one of one tariff for Antora... ongoing now is this discussion for this sort of one of one tariff that is, quote, deviating from standard rate schedules, and it's applicable basically only to Antora.”

heard on: Catalyst with Shayle Kann

“There's this en banc hearing about large load interconnection read data centers... one of the the things that you're finding in this process in Pennsylvania is, first of all, not surprisingly, there's just a ton of data center operators and also the data center coalition... coming together to make an argument.”

heard on: Catalyst with Shayle Kann

“There's a docket that I would like your listeners to see. It's docket number 51603 at the Public Utility Commission in Texas. And in a July filing that has my name on it as Tesla's representative, I filed 69 pages plus introductory docs, I think, that have the entire layout of an aggregation of 65 Powerwalls, so small batteries outside people's homes, operating like a hive mind to respond directly to four of ERCOT's and GRID signals.”

heard on: Data Center Richness

“the Department Energy tracks this stuff really well. And in the first half of twenty twenty four, which is when most of the generation was added in 2024, about 20 gigawatts added on The US grid, 12 gigawatts solar, two and a half gigawatts of wind, almost four and half gigawatts of battery. And then two and about two and a half gigawatts of natural gas and about a gigawatt of nuclear.”

heard on: Data Center Richness

“If you look at some of The US Government's tracking of producer price indices on all of these different elements, you'll see a pretty significant bump in the last three years that is very indicative of what you and I are just talking about.”

heard on: Catalyst with Shayle Kann

“If you look at some of the fat you know, US government's tracking of producer price indices on all of these different elements, you'll see a pretty significant bump in the last three years that is very indicative of what you and I are just talking about.”

heard on: Catalyst with Shayle Kann

“I love that there is a a paper out on flexibility from Duke from the energy industry.”

heard on: Data Center Richness

“Tyler North sent me his paper on, you know, the possibilities for data center flexibility, that perhaps if data centers would be flexible and run their generators and be curtailed for a few hours a month.”

heard on: Data Center Richness

“We we had a lot at Energy Changemakers at a livestream yesterday with Ari Pesco and, Eliza Martin from Harvard Law School. They had done a paper looking at problems that are occurring with utilities using what they described as, opaque accounting methods that kind of hid the data center cost and passed it on to residential or other business rate payers.”

heard on: Data Center Richness

“There was a paper, a post they put out a couple years ago. A friend of mine, Varun Mehra, wrote it, about moving video indexing operations to nighttime in order to reduce, load during periods, as you mentioned, Shale, when that computation would be not renewables intensive or would be carbon intensive.”

heard on: Catalyst with Shayle Kann

“We've published a preprint of our academic paper on the archive showing that a 25% reduction is definitely feasible. We even have one of our runs which showed a 40% reduction still met all of the performance requirements for this representative set of users and, AI workloads.”

heard on: Catalyst with Shayle Kann

“the idea is, you know, Tyler and his his colleagues at Duke's had did research effectively showing that if data centers could be flexible for a certain amount of hours a year, it changed the way that the utilities can think about of their peak demand.”

heard on: Data Center Richness

“I'm talking with Tyler Norris, whose recent research paper titled Rethinking Load Growth has made waves in the energy sector, advancing new strategies for managing growth on America's power grid.”

heard on: Data Center Richness

“Tyler is a PhD student at Duke University, and, you know, wrote, I think, what is now considered to be kind of the seminal paper on data center load flexibility.”

heard on: Catalyst with Shayle Kann

“This goes back to the Tyler Norris paper and and all the great work out of Duke. It's it's it's the same thing as it was years and years and years ago when, to come full circle, I was first starting at Enernock, is we had these charts that showed, well, yeah, like 20% of the capacity is built for less than 1% of the time.”

heard on: Catalyst with Shayle Kann

“Tyler Norris' viral paper he is an adviser to Emerald AI, I should note. Tyler Norris's viral paper said, hey. There's a 100 gigawatts of spare capacity lying around on grids. If we can just make data centers modestly flexible up to two hundred hours a year, they're able to reduce consumption by around 25% for around two hours on average per event.”

heard on: Catalyst with Shayle Kann

“Which is why when I read my article for CSIS, I wrote it in terms of creating a menu of options because there's never been a time where all this stuff has happened together.”

heard on: Data Center Richness

“Ten years ago today was when you and I co authored a Nature Energy article. We wrote this article about setting a new cost target for solar power, really ambitious $1.00 $25 per watt fully installed.”

heard on: Catalyst with Shayle Kann

“David Khan from Sequoia, who's a friend of mine, has been putting out this kind of, like, series of posts. He started with the $600,000,000,000 question maybe a year ago, which was, like, at that point, $600,000,000,000 in CapEx announcements had been made in data centers.”

heard on: Catalyst with Shayle Kann

“I recently wrote an article, and we'll we'll make sure that we link it to this to this podcast. It's called The New Frontline, Securing Data Centers in the AI Era. This is on data center knowledge.”

heard on: Data Center Richness

“He wrote a really good piece on this on LinkedIn a while back that I encourage you to check out.”

heard on: Catalyst with Shayle Kann

“I wrote a post about on Steel for Fuel about this a little while ago called, you know, why does nobody know how much energy AI will consume?”

heard on: Catalyst with Shayle Kann

“the single most popular episode was about the capacity crunch in PJM, the wholesale power market in the Mid Atlantic of The US.”

heard on: Catalyst with Shayle Kann

“We have talked about this a little bit before in a different context with Sheldon Kimber, who's the the CEO of Intersect Power, which is adopting a strategy, at least in part, of colocating wind, solar storage, and some natural gas with data centers they're building, especially in Texas.”

heard on: Catalyst with Shayle Kann

“my friend Varun Sivram came on this podcast back in August 2025 or roughly a century ago in AI terms. At that time, we we talked about his mission at Emerald AI to make data centers flexible, specifically at that time by shifting AI workloads to deliver compute flexibility in response to grid signals.”

heard on: Catalyst with Shayle Kann

“I think we talked about this in in our yearly pod in our yearly DAC podcast earlier this year, that is almost uniquely underexposed economically to the cost of electricity relative to the gain to be had from its access.”

heard on: Catalyst with Shayle Kann

“I'm Alfred Johnson, CEO of Crux and host of a brand new podcast, Critical Capital. Each episode, I talk with people deploying capital, shaping policy, and building the clean economy.”

heard on: Catalyst with Shayle Kann

“I'm Alfred Johnson, CEO of Crux and host of a brand new podcast, Critical Capital. Each episode, I talk with people deploying capital, shaping policy, and building the clean economy.”

heard on: Catalyst with Shayle Kann

“I'm Alfred Johnson, CEO of Crux and host of a brand new podcast, Critical Capital. Each episode, I talk with people deploying capital, shaping policy, and building the clean economy.”

heard on: Catalyst with Shayle Kann

“Satya Nadella, for example, the CEO of Microsoft, told you this actually on a podcast earlier this year, I think it was late last year. He was on Dark Quest and he talked about when he was asked why not commit more resources to building more assets?”

heard on: Catalyst with Shayle Kann

“I was thinking was listening to your podcast recently. It was Wes Cummings from Applied Digital, he talked about a couple of things that struck me as, you know, yeah, most important thing to him was, you know, power or one of the most important things.”

heard on: Data Center Richness

“I mentioned you and your writing on the Energy Central podcast and video teaching session I did on dispatchability.”

heard on: Data Center Richness

“we know you you posted on your podcast a couple of weeks ago who spoke about what demand flexibility can actually do towards alleviating some of the power shortages that are widespread in the industry today.”

heard on: Data Center Richness

“on the last episode, I was talking with Ed about energy addition versus energy transition.”

heard on: Interchange Recharged

“David Roberts writes the Volts newsletter and hosts the Volts podcast.”

heard on: Catalyst with Shayle Kann

“Akshat Rathi is a senior reporter at Bloomberg News and also the host of his own podcast called Zero. So he covers climate and energy stuff at Bloomberg.”

heard on: Catalyst with Shayle Kann

“Akshat Rathi is a senior reporter at Bloomberg News and also the host of his own podcast called Zero. So he covers climate and energy stuff at Bloomberg.”

heard on: Catalyst with Shayle Kann

“Her work spans the intersection of policy, markets, and infrastructure, shaping how complex energy systems evolve under structural change. With industry experience at Constellation Energy and Tesla, is now a senior associate at the Center for Strategic and International Studies.”

heard on: Data Center Richness

“Brian Janis coined the bit watt spread term. The bit watt spread is so big that it's just not that valuable to you to save some money on your electricity bill relative to the revenue that you're gonna generate with your with your chips.”

heard on: Catalyst with Shayle Kann

“I think secretary Chris Wright, who comes from the energy industry, has said it best. It's gonna be 2035 for a realistic target, but that doesn't mean you can't shoot for something sooner.”

heard on: Data Center Richness

“My friend David Khan, different Khan, but David Khan from Sequoia coined this term, the $600,000,000,000 question, talking about this, which is like, if you add up all of the CapEx announced and planned from the major players in in data centers, it's like $600,000,000,000.”

heard on: Catalyst with Shayle Kann

“If you watched Jensen's keynote at NVIDIA GTC, you saw some of the ridiculous economics of operating token factories, AI factories, right?”

heard on: Catalyst with Shayle Kann

“I think it was John Ketchum or somebody from NextEra said, you know, a decade ago, I could have built a new natural gas project for, like, $750 a kilowatt... And today, it would cost me $2,500 a kilowatt.”

heard on: Catalyst with Shayle Kann

“I think it was John Ketchum or somebody from NextEra said, you know, a decade ago, I could have built a new natural gas project for, like, $750 a kilowatt... And today, it would cost me $2,500 a kilowatt.”

heard on: Catalyst with Shayle Kann

“We worked with, our partner, Jonathan Frankel, the chief AI scientist of Databricks, who specified for us, look. This is what a representative set of workloads could look like.”

heard on: Catalyst with Shayle Kann

“And this is what I described in that Watts bit bit spread piece is the advanced grid tariff. Thank you to Katie Fehrenbucher for that name. We were talking at a conference a couple months ago about what what we should call this thing.”

heard on: Catalyst with Shayle Kann

“my friend Nat Bullard, who is a longtime analyst and researcher in the energy and climate space, but also now the cofounder of Halcyon, puts together his annual opus of hundreds of slides on the state of energy and decarbonization.”

heard on: Catalyst with Shayle Kann

“Nat Bullard, who you've heard for on this podcast, many times, has started to chronicle some of the interesting findings that he's getting out of using LLMs to pull insight from public utility regulatory filings through a company that he cofounded called Halcyon... Nat has started to publish a sort of regular update newsletter type of thing of interesting little tidbits from what's happening across the country in state utility commissions.”

heard on: Catalyst with Shayle Kann

“We spoke to a utility CEO, the NextEra CEO in The US, who said, you know, if gas turbines are going to be that expensive, that's just going to make solar plus batteries so much more attractive, and we'll build those instead.”

heard on: Catalyst with Shayle Kann

“Joining me today is Paul Siegel, who's the CEO of LS Power. Folks in the power markets know LS Power well, but LS is big and owns all sorts of generation and storage and transmission assets all over the country.”

heard on: Catalyst with Shayle Kann

“I should should shout out to Rob Grammler because I think he was actually representing the the American Wind Association at the time after he had less work to get this done.”

heard on: Catalyst with Shayle Kann

“I really love this recent post on X initially from Shanu Matthew that we're discussing today. Shanu's been on this pod before to talk about public market stuff because he's a senior vice president and portfolio manager, for US sustainable equity at Lazard. But he recently went online and went meticulously through basically every player in the AI slash energy world and laid out their incentives.”

heard on: Catalyst with Shayle Kann

“Steve is the research director for North American Power and Renewables at S and P Global.”

heard on: Catalyst with Shayle Kann

“I saw this really great piece of analysis this morning from an analyst called Thunderset Energy. And I think the stats on, like, the odds that a Starlink system gets hit today by a piece of space debris is, like, a couple percent maybe per per year. If you scale that up to a single floating thing that's four kilometer four square kilometers large, you can basically expect to have a piece of space debris hitting that data center every hour.”

heard on: Catalyst with Shayle Kann

“Tony Bruff is the president of Dora Partners and Energy and Gas Consultancy.”

heard on: Catalyst with Shayle Kann

“Tyler's paper about flexibility, which everyone's talking about, and I think it's actually just with Tyler this week talking about this. Tyler's paper does a great job articulating my perspective, which is the problem we're trying to solve here is not that I need a 20 fourseven generation to match a 20 fourseven load.”

heard on: Catalyst with Shayle Kann

“the analysis we put out in our paper, we considered a first order assessment that was necessarily simplified. So we're going much deeper right now looking at a couple of key markets.”

heard on: Data Center Richness

“Tyler is a PhD student at Duke University, and, you know, wrote, I think, what is now considered to be kind of the seminal paper on data center load flexibility.”

heard on: Catalyst with Shayle Kann

“similar to what Tyler was talking about in his paper for like, hey, you know, there are really two grids.”

heard on: Data Center Richness

“This goes back to the Tyler Norris paper and and all the great work out of Duke.”

heard on: Catalyst with Shayle Kann

“Tyler Norris' viral paper he is an adviser to Emerald AI, I should note. Tyler Norris's viral paper said, hey. There's a 100 gigawatts of spare capacity lying around on grids.”

heard on: Catalyst with Shayle Kann

“We do have a very early view into the signals and the order books of the power generation vendors for self generation. So that helped us, and I believe that it will be pretty accurate there.”

heard on: Data Center Richness

“You do have forward thinking utilities like AEP that are solving this problem with distributed generation, right? Our industry, as you know better than anyone, Rich, does have, I think, a forthcoming image problem.”

heard on: Data Center Richness

“And so it does require a lot of innovation... doing the actual grid analytics, which there's numerous companies we could talk about that are doing that sort of thing, like Aurinia or folks that are trying to come up with new business models like Greg Care around how implement these things.”

heard on: Catalyst with Shayle Kann

“if I look at Bloomberg and EF projections, sodium ion will make an impact, but such a sliver even after twenty, thirty years that I feel like today, sodium ion is overhyped.”

heard on: Catalyst with Shayle Kann

“And you talked about carbon capture, this partnership with Chart Industries, I believe.”

heard on: Catalyst with Shayle Kann

“And so it does require a lot of innovation. And some of that is just sort of boots on the ground work, and that's sort of what Cloverleaf does. We go work with utilities to try to figure out, you know, on a case by case basis, how do we implement these things and how do we get these load connected faster.”

heard on: Catalyst with Shayle Kann

“you pick up any utility, the DOE, they've highlighted, Hey, we need to both add more generation, but we also have to have these loads be more flexible in nature. They need to be able to curtail.”

heard on: Oppenheimer: Let's Talk Future

“Our our research lab at Duke University has been because, you know, we we're modeling sort the bulk power system. And so, ultimately, you want it to be as sort of generalizable as possible, right, so that you can sort of represent any load that is utilizing this type of flexibility for all these purposes.”

heard on: Catalyst with Shayle Kann

“We set out to demonstrate one example of this in Phoenix, Arizona earlier this summer, and we published the results along with NVIDIA and the Electric Power Research Institute, our partner's Salt River Project, at an Oracle data center.”

heard on: Catalyst with Shayle Kann

“This is a really this is a great one. It's some work from Ember that it's been now doing for quite some time. And what it tracks is, as you say, that the share of final energy that comes from electricity.”

heard on: Catalyst with Shayle Kann

“That's actually one of my projects I'm working on with Emerald AI is to work on the testbed synthesis and show all of the partners of Emerald, whether it's the NVIDIA side or it's the colo provider side or the grid side, that we can articulate the software based controls to do dispatchability.”

heard on: Data Center Richness

“I think one that lays it out perhaps the most clearly is Enchanted Rocks comments in the proceeding. This is exactly the opportunity their company is trying to go after. And in their case, it's primarily on-site natural gas.”

heard on: Data Center Richness

“That's what we talk about a lot at energy change makers. It's, distributed energy. It's on-site energy.”

heard on: Data Center Richness

“You get into things that come out from EPRI like, oh, there's behind the meter generation, there's stacking up different dispatchable assets, there's compute workloads, workload orchestration, there's geo shifting certain types of compute.”

heard on: Data Center Richness

“It seems like there's a couple of other folks thinking about this. There's the EPRI has the DC flex program, and it it seems like there's a lot of thinking going on in this area.”

heard on: Data Center Richness

“If a company like Forum Energy is really successful at scaling up one hundred and twenty plus hour batteries, you actually need less transmission because you can put batteries on those sides of those congested blinds and store it for time.”

heard on: Catalyst with Shayle Kann

“if you pull up, I think GE, Siemens, and other large scale OEM manufacturers for gas turbine equipment, their backlogs have increased significantly here over the past couple of years, and all of that capacity will start to come online in 'twenty seven, 'twenty eight and beyond.”

heard on: Oppenheimer: Let's Talk Future

“One figure I saw recently from grid strategies was about 16%, and I think that was over the next five years.”

heard on: Data Center Richness

“If you look at NREL maps, NREL, the National Renewable Energy Lab, really, really detailed studies. We work with them on this stuff and help improve the resolution of the data.”

heard on: Data Center Richness

“one of the ways that we want to kind of bring the customer base, the utility stakeholders, and the industry along is by working with credible third parties such as the National Renewable Energy Labs, for example, where we can kind of demonstrate at scale how our system actually reacts in a dynamic fashion.”

heard on: Data Center Richness

“if you pull up, I think GE, Siemens, and other large scale OEM manufacturers for gas turbine equipment, their backlogs have increased significantly here over the past couple of years, and all of that capacity will start to come online in 'twenty seven, 'twenty eight and beyond.”

heard on: Oppenheimer: Let's Talk Future

“That's what that's what we've been hearing as well on the WoodMac research side where speed to power is really number one. Then it's the reliability aspect. Then it's the cost and economics and then sustainability.”

heard on: Interchange Recharged

“I was just at a conference recently at Advanced Construction and Prefabrication. I was able to chair the data center construction day with the amazing Amy Marks from Compass Data Centers”

heard on: Data Center Richness

“I actually really appreciated the NextEra CEO's comments, which were at CERAWeek, where he said, you know, it's gonna be about $2,400 a kilowatt to build a new gas plant.”

heard on: Catalyst with Shayle Kann

“With NVIDIA, we made a major announcement at CEROWeek that NVIDIA has a reference architecture. It's called DSX.”

heard on: Catalyst with Shayle Kann

“We meet at COP meetings every year, which we're going to do in Brazil next month in November at COP thirty, and we'll talk a lot more about those words.”

heard on: Catalyst with Shayle Kann

“Ken Ken Patchett, who's currently at Lambda Labs, I was at, doing a keynote with him last year at the Data Center Frontier, Trend Summit”

heard on: Data Center Richness

“I just spent a couple of days at Data Center World, and this was one of the hot topics of discussion is that because of the timelines, everybody sees how long utility power will take.”

heard on: Data Center Richness

“we've also got Data Center World Power, which obviously focuses on one of the biggest conversations in this entire industry, which is probably the number one barrier to entry into that market is power and the power constraints.”

heard on: Data Center Richness

“To answer it, I recently was invited to speak at the Electric Power Research Institute's summer seminar. There are a 100 utility and grid operator CEOs in the audience, and I asked all of them for the same thing.”

heard on: Catalyst with Shayle Kann

“just a few days ago, it was the deadline for intervener comments and FERC's PJM colocation proceeding. And all of them are worth reading. I mean, there's over there's nearly 40 sets of separate comments, but many of them are tackling this exact question is, you know, what are the adjustments in transmission service that need to be made to account for exactly this kind of flexibility that we are talking about.”

heard on: Data Center Richness

“This is an edited version of a Frontier forum recorded in front of a virtual audience. We took lots of live questions from the audience, and there's a ton of technical detail on Bloom's fuel cells. So if you wanna go deeper, you can click the link in the show notes to watch the full video at latitudemedia.com/events.”

heard on: Catalyst with Shayle Kann

“If you watched Jensen's keynote at NVIDIA GTC, you saw some of the ridiculous economics of operating token factories, AI factories, right?”

heard on: Catalyst with Shayle Kann

“Vlad Galabob and his research team addressed at the Omnia Analyst Summit at the recent Data Center World Conference.”

heard on: Data Center Richness

“I came back from the latest, Schneider Electric Innovation Summit, and I hope that whoever's listening to this, you're either sitting down or if you're driving, enjoying this, make sure you're paying attention to the road because I'm about to give you a heck of a a metric. They stated that by 2030, our industry, just our industry, is gonna require upwards of 200 gigawatts of energy just to support data center growth.”

heard on: Data Center Richness

“Coming up on April 13 in San Francisco, we're gonna do a live episode of this podcast at the Transition AI conference. It should be actually a really interesting conversation. My guest is gonna be Amin Vahat, who's Google's chief technologist for AI infrastructure, so obviously relevant to this conversation as well.”

heard on: Catalyst with Shayle Kann

“Watch what went on recently in Virginia with demand generation, with the data centers firing their diesel gens to ease the load on the grid, and then the public uprising shortly thereafter.”

heard on: Data Center Richness

“Watch what went on recently in Virginia with demand generation, with the data centers firing their diesel gens to ease the load on the grid, and then the public uprising shortly thereafter.”

heard on: Data Center Richness

“The one time that people remember is under the next provision or the previous provision in that act, four zero three a, in 2017, the administration sent over a letter with a proposed rulemaking to then chair Chattoniel Chatterjee and the FERC, requesting them to subsidize coal and nuclear plants with some on-site fuel supply benefit, and that FERC unanimously rejected moving forward with that proposal.”

heard on: Catalyst with Shayle Kann

“The Canadian operators have these tariffs like ASO, the Alberta electric system operator, has a transmission must run tariff where a different resource is going to behave as a transmission system constraint mitigation solution, and you can register your battery or your gas plant in that program.”

heard on: Data Center Richness

“Australia is also kind of ahead of us in The US. They use utility scale batteries as market assets, but also to provide voltage support and provide frequency stabilization on a real time basis. And they pay very specifically for those products as well.”

heard on: Data Center Richness

“We actually arguably have a little bit of precedent for this type of what we might call quasi firm service. It was really more meant for generators, and it's actually called conditional firm transmission service. It's really, to my knowledge, hardly ever been used outside some cases in the Pacific Northwest. It was actually a service I think it was created in the sort of late two thousands.”

heard on: Catalyst with Shayle Kann

“It took us four years to issue, from a NOPR to final rule, the transmission regional transmission planning order 1920. And then there was an order on rehearing 1920 a and then 1920 b.”

heard on: Catalyst with Shayle Kann

“Twenty three years ago, FERC issued Order 2,003 to standardize large generator interconnection. We've now had two decades of experience of the problems and the solutions, which have been kind of haphazard and piecemeal over time to get at this explosion of requests for supply to interconnect to the system.”

heard on: Catalyst with Shayle Kann

“NVIDIA has a reference architecture. It's called DSX. It's how AI factories should be laid out and should operate. One element of it is DSX Flex, the capability to be flexible and Emerald is a software partner that helps to operationalize that.”

heard on: Catalyst with Shayle Kann

“The same day that PJM board approved all of these new curtail your load, bring your own generation type options for approval and just passed it and said, oh, we're gonna do these. You're gonna go for FERC approval.”

heard on: Data Center Richness

“If you look at, for example, like, Google's comments in the PJM, this this big process, they have this critical issue fast path process trying to figure all this out.”

heard on: Catalyst with Shayle Kann

“The US secretary of energy, Chris Wright, wrote a letter on this topic that could have really huge impacts. It's a letter to FERC, Federal Energy Regulatory Commission, and it is a combination of asserting FERC authority in a way that has not happened historically over large load interconnection.”

heard on: Catalyst with Shayle Kann

“For example, with what Southwest Power Pool is proposing, I think the metric they use I'd have we'd have to check the final version, but I think it was, like, it needs to be within two substations of you.”

heard on: Catalyst with Shayle Kann

“SPP's model, the HILL model, the colocation models offered in the PJM solution, the controllable load proposal at ERCOT that I am the sponsor of, all of these are different ways of achieving that outcome.”

heard on: Data Center Richness

“The UK has this whole curtailable connections program. And they actually remarkably if if they end up curtailing either the generator to the load more than what they're sort of guarantee it says, that they actually compensate the customer.”

heard on: Catalyst with Shayle Kann

“doing the AFCOM state of the data center report has been exceedingly helpful for us as well.”

heard on: Data Center Richness

“So that same power report I described. Right? If you look at the version we published in April 2024, there was a question there. And it said, what percentage of data developers would consider a 100% on-site power data center? And the answer was a measly 1%.”

heard on: Interchange Recharged

“Just last week when we published our latest version of it, that number's already up to 33%.”

heard on: Interchange Recharged

“We recently released our power report, and the surveys demonstrated that data centers, 38% of them are now planning on-site generation.”

heard on: Data Center Richness

“We recently released our power report, and the surveys demonstrated that data centers, 38% of them are now planning on-site generation.”

heard on: Data Center Richness

“Earlier this week, I wasn't feeling very well, and I dug into your some of your white papers. And I was really interested by the supercapacitor white paper that you'd written back in February 2024, which directly addresses the issue of fuel cells being able to load follow AI workloads.”

heard on: Interchange Recharged

“You guys like to look ahead and and make some projections about where things are headed. You did a report for 2025, and now you've just done a data center 2030 report.”

heard on: Data Center Richness

“To learn more about Vlad and his work, you can follow him on LinkedIn or check out his team's work on the web at omnia.tech.informa.com.”

heard on: Data Center Richness

“the number that Lawrence Berkeley Lab uses in their recent data center energy usage report is 50%.”

heard on: Data Center Richness

“those training, you were able to feed that monolithic set of data in the middle of nowhere, but now where more real time, microlearning, inference, it's starting to become more proximate to where the data oceans and that data gravity, which we've produced a report a long time ago, is happening around these availability zones and these epicenters of these tier one markets.”

heard on: Catalyst with Shayle Kann

“And the Department of Energy is expecting that to rise to between 6.712% by 2028.”

heard on: Data Center Richness

“I would point there's another study that just came out a few weeks ago. It was by e three, and they use Southwest PowerPool as the as the market. And they looked at four hour duration. I think it was eight or ten hour duration from either a battery or whatever the on-site option was.”

heard on: Catalyst with Shayle Kann

“by 2030, EPRI forecasts that datacenters could use up to 17% of America's power.”

heard on: Catalyst with Shayle Kann

“there's an EPRI report out there that I think a lot of people in the industry have probably read and seen. But if you look at the number of failures and the failure rate from 2018 to 2023, it was just a five year span, that it dropped by ninety seven percent.”

heard on: Catalyst with Shayle Kann

“There was this foundational study that came out about two years ago that was co authored by Stripe and Paces and Scale Microgrids, and they found over a terawatt of opportunity in the American Southwest alone with high levels of renewable development being able to support those assets, like 50% solar plus batteries at cost parity to using all gas and the ability to get up to, I think, 80% or 90% solar without a meaningful cost increase.”

heard on: Catalyst with Shayle Kann

“The JLARC report was an intense effort on behalf of staff in the state of Virginia to get to the bottom of it. They're not experts, but they did a pretty good job of capturing a lot of the key points that we should all pay attention to.”

heard on: Data Center Richness

“when NERC came out with its long term reliability assessment late last year, the headline in utility dive was, you know, new NERC reports suggest half the country could be at risk of blackouts by the early twenty thirties to new load.”

heard on: Data Center Richness

“I'm gonna give credit, first of all, to Michael Semblest and his team at, JPMorgan Asset and Wealth Management. They built this slide first, not me. I did in the past, I'd done some examples of interstate highway and broadband CapEx as a comp, but I'd not done this full suite that they've got here.”

heard on: Catalyst with Shayle Kann

“I think Microsoft put out a couple weeks ago their five point plan on how they're going to kind of come into markets and what the expectations should be from those local stakeholders on how they're going to operate.”

heard on: Oppenheimer: Let's Talk Future

“Microsoft has done a great job quantifying this. So, there is some low hanging fruit to harvest here, which means I believe even today it makes sense to be responsive.”

heard on: Catalyst with Shayle Kann

“there's a good study that Paces and Scale Microgrids put out a while ago that was that was you know, what would it can you actually run at high utilization a a data center fully off grid with with mostly solar and storage?”

heard on: Catalyst with Shayle Kann

“we just co published a a technical report with NREL demonstrating what we did and and how it worked and and that the the various design delivers the utility facing value, the the great interactivity that we're promising at scale.”

heard on: Data Center Richness

“Think there was a great paper late last year from Scale Microgrids and Stripe, the opportunity for mostly solar powered microgrids in The US Southwest.”

heard on: Catalyst with Shayle Kann

“we were inspired just in part by this US Secretary of Energy Advisory Board paper that came out last July, which recommended a significant research emphasis on large load flexibility, especially from computational loads and data centers.”

heard on: Data Center Richness