Power Grid

“It's fine micro, but I would even say, I mean, if you believe that a larger denominator is actually good for lowering electricity rates over time, it's actually negative in that you're taking that denominator off the grid.”

“There have been numerous studies that have shown that electric vehicles are the single largest source of grid flexibility that will be on the grid in the not too distant future”

“Whenever we build a data center anywhere, we make it a hard commitment that we are not taking power away from the grid. In fact, we are investing in the grid to generate new power so that we can consume it for data centers.”

“If you look at their grid has roughly doubled in the last 10 years, whereas ours has only grown by about two to three percent.”

“In three years, power is going to be an issue.”

“I think there it's widely recognized that in the vast majority of events that you're talking about that, you know, the two to kind of six hour range is sort of the sweet spot when you just kind of look at, you know, most of these periods of system stress.”

“We can add a certain number of tens of gigawatts Through the remainder of the decade, but we're not adding hundreds of gigawatts, right? Like that just is not possible.”

“They obsess about the climate change stuff, because actually, in fact, if you apply intelligence at the scale and availability of electricity, you're going to help climate change. You're going to solve grids and appliances and a bunch of other stuff. And just …”

“There also though has been a lot of good data to suggest that generating capacity in the next few years is not the dominant Like, there is enough capacity in enough places to deliver the kind of load growth for the next few years that the grid will need. So I …”

“And so if you just keep compounding that, this will break at some point, and you will see commercial and industrial loads going behind the meter. You will see more mini-grids. You will see more islanding. You will see more decentralization of this, like, two t…”

“There are real VPPs now. Hundreds of megawatts in scale that are being dispatched to actually make a difference on the grid in some places.”

“We've got 50 to a hundred gigawatts of latent AI demand in the pipeline. It's just not gonna get built unless you have this capability of flexibility.”

“This sort of next generation of sort of what the grid looks like is going to be in a much more decentralized way.”

“So it takes five to 10 years to get a battery good connected.”

“Every second you aren't running that at a hundred percent capacity factor is enormous amortized cost, right? So that it's just, it's one of those things where it's like, you'd be a fool to turn it down. You have to at some points because operationally, you kno…”

“And then in the long term, you have multiple gigawatts of space between projected demand. Even if we're wrong about the most bullish projections, there is still gigawatts of gap Between planned retirements on the supply generation side and, ah, what we have co…”

“Is our grid in good enough shape to sustain all these at once? RJ Scaringe: Absolutely not. No, no. It's I mean, that's the thing that makes this such a unique moment in time.”

“There are bottlenecks that are moving around. So there's a data bottleneck. Now it's going to be followed by an energy bottleneck. You know, it started with a chip bottleneck, you know, then we went to data bottleneck, then there'll be an energy bottleneck, pr…”

“Moving the control sensing and like energy storage out to the edges means that any sort of centralized disaster doesn't do as much damage, right? And so there's like, there's a second, like awesome characteristics about this where basically we've taken like a …”

“That's something that we could probably use everywhere in the short term. That's a way to solve that, the energy shortage problem. I don't think it's magic. Every data center has generation, backup generation. Why, why can't it be used?”

“It is most certainly the case that if you want to backfeed power into the grid, then you will need a much more robust and expensive structure.”

“The primary reason why, you know, we're not on a path Towards, you know, full automation, and there's, you know, been a spade of use cases launched is just modeling grid physics accurately is incredibly difficult, right, for an algorithm. So, you know, solutio…”

“The data right now is, is not available, right, for, let's say, real-time decision-making across the grid, right? Like, what we have is AMI, right, which is minutes to hours. We have SCADA, which is, you know, seconds to minutes, and then we have PMUs, which a…”

“We'll find a way to make more chips. There's a lot of capital in that space. I, I'm more concerned about can the electrons keep up with the growth.”

“Distribution grid investment was greater than transmission investment, and so distribution investment was about a hundred and seventy-three billion, where, in 23, whereas transmission was one thirty-seven billion”

“No one has the incentive to actually fix the problem, and that's why it won't get fixed.”

“Load will come to generation, right? So load is going to move toward the generation because the grid isn't going to be able to deliver that generation. And that's, you'll see it most, in a most pronounced fashion in these new industries because they don't have…”

“I think coming in the next few years, green hydrogen is going to be another example that's also going to be sort of regionally focused in a few key regions for a number of reasons, and that's going to be a bunch of large projects all trying to get grid connect…”

“And I think what you're going to start to see is you're going to start to see those technologies show up at the edge. You're going to start to see a much more intelligent, interactive ecosystem along the lines of IOT. And I think ultimately what that looks lik…”

“When I was at Google, one of the things we did was we created the ability to basically forecast forward power prices grid constraints, carbon content and then dynamically move our load around to take advantage of that. So if there was a storm and there was goi…”

“And now most serious people who are studying this say we can handle on a lot of grids, 80% renewable energy.”

“What you end up doing is stacking a lot of hardware defined limited investments on top of each other. And you end up with a grid that's not Modernizing quick enough. It's expensive because ultimately in the bigger picture, that's a more expensive way to do thi…”

“The fact that you can get a machine learning algorithm that learns to do something nuanced from data and does it right most of the time doesn't help you in those times when it does something wrong that one time that really blacks out your grid. So this is wher…”

“Conditioned or not conditioned on AI, P-Doom is high for the grid, right? We are dealing with climate change and extreme events. We are dealing with a lack of, you know, planning for these things as we saw in Texas, for example. So I don't know that AI increas…”

“I think we're going to end up with sort of three tranches of storage in the grid, which are going to be filled by at least three different technology categories. The first is those short duration, you know, peak of the peak applications that lithium ion is, is…”

“But really, the way to view this is, this was a generation that was sitting there that they were otherwise consuming. They are just refraining from consuming it at these, during these periods. So you can't credit them for, Again, for a good, you can only credi…”

“So for the first iteration they're just getting connected to the grid, and there's going to be a network of contracts and racks to make sure that it's a hundred percent clean energy.”

“Over the years, we've seen massive renewable energy projects that were built and not connected to the grid for a long time. We saw large, sustainable buildings and supposedly eco-friendly cities that were sitting empty, and much of this development happened in…”

“For example, when we look at cascading failures in power grids, which is an area that, you know, we've explored it with improbable, how those failures arise can often be the accumulation of many, many disparate, like, seemingly irrelevant events and slight vul…”

“Battery technology is probably the most exciting thing going on, and if, you know, if I were to say, okay, why am I confident that we're not going to melt the earth probably the biggest thing is, You know, if we could just have batteries like in power grids an…”